Filed April 27, 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 | $62,490 | $105,998-41.0% | $92,233-32.2% | $147,584-57.7% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 20.26% | 50.05%-29.8pp | 176.28%-156.0pp | 578.55%-558.3pp |
| Employer contribution / active EE | $6,128 | $4,333+41.4% | $3,679+66.6% | $4,876+25.7% |
| Participant deferral / active EE | $4,790 | $4,478+7.0% | $3,897+22.9% | $5,439-11.9% |
| Admin fee / account holder | $370 | $6,332-94.2% | $5,194-92.9% | $10,885-96.6% |