Filed July 30, 2026
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 | $50,432 | $109,359-53.9% | $162,163-68.9% | $72,985-30.9% |
| Participation rate | 91.9% | 84.3%+7.7pp | 87.6%+4.4pp | 69.5%+22.4pp |
| Annual return | 26.42% | 25.46%+1.0pp | 115.59%-89.2pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,517 | $3,907-35.6% | $5,614-55.2% | $2,440+3.2% |
| Participant deferral / active EE | $5,896 | $5,481+7.6% | $7,298-19.2% | $3,607+63.4% |
| Admin fee / account holder | $2,611 | $7,972-67.2% | $10,843-75.9% | $5,124-49.0% |