Filed September 16, 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 | $43,933 | $91,538-52.0% | $129,995-66.2% | $75,163-41.6% |
| Participation rate | 93.1% | 71.4%+21.7pp | 78.5%+14.6pp | 67.2%+25.9pp |
| Annual return | 17.97% | -631.11%+649.1pp | -137.18%+155.1pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,262 | $2,845+14.7% | $4,320-24.5% | $2,670+22.2% |
| Participant deferral / active EE | $6,239 | $4,341+43.7% | $5,820+7.2% | $4,125+51.2% |
| Admin fee / account holder | $580 | $6,790-91.5% | $10,614-94.5% | $5,651-89.7% |