Filed June 4, 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 | $43,298 | $53,127-18.5% | $86,590-50.0% | $70,131-38.3% |
| Participation rate | 79.6% | 65.3%+14.3pp | 73.5%+6.1pp | 69.5%+10.1pp |
| Annual return | 15.81% | 27.66%-11.8pp | 964.84%-949.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $738 | $2,068-64.3% | $2,839-74.0% | $2,342-68.5% |
| Participant deferral / active EE | $2,954 | $2,696+9.6% | $3,609-18.2% | $3,332-11.4% |
| Admin fee / account holder | $2,228 | $3,585-37.9% | $4,906-54.6% | $4,645-52.0% |