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 | $66,251 | $60,124+10.2% | $90,404-26.7% | $79,858-17.0% |
| Participation rate | 74.1% | 65.0%+9.1pp | 72.7%+1.4pp | 69.6%+4.4pp |
| Annual return | 15.11% | 71.94%-56.8pp | 1293.02%-1277.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $828 | $2,068-59.9% | $3,262-74.6% | $2,471-66.5% |
| Participant deferral / active EE | $3,372 | $2,938+14.8% | $3,963-14.9% | $3,740-9.8% |
| Admin fee / account holder | $772 | $3,976-80.6% | $5,611-86.2% | $5,306-85.4% |