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 | $50,620 | $101,724-50.2% | $164,813-69.3% | $80,856-37.4% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.6%+23.3pp |
| Annual return | 13.50% | 16.72%-3.2pp | 69.93%-56.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,283 | $2,953+11.2% | $4,341-24.4% | $2,755+19.2% |
| Participant deferral / active EE | $6,349 | $4,477+41.8% | $6,031+5.3% | $4,296+47.8% |
| Admin fee / account holder | $1,202 | $8,227-85.4% | $12,690-90.5% | $6,918-82.6% |