Filed December 18, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,829 | $84,233-76.5% | $170,442-88.4% | $70,131-71.7% |
| Participation rate | 72.7% | 70.8%+1.9pp | 83.6%-10.9pp | 69.5%+3.2pp |
| Annual return | 14.65% | 23.06%-8.4pp | 205.93%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $640 | $3,387-81.1% | $5,433-88.2% | $2,342-72.7% |
| Participant deferral / active EE | $1,815 | $3,086-41.2% | $4,939-63.2% | $3,332-45.5% |
| Admin fee / account holder | $489 | $5,698-91.4% | $13,880-96.5% | $4,645-89.5% |