Filed October 8, 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 | $68,038 | $105,998-35.8% | $92,233-26.2% | $147,584-53.9% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 17.32% | 50.05%-32.7pp | 176.28%-159.0pp | 578.55%-561.2pp |
| Employer contribution / active EE | $8,655 | $4,333+99.7% | $3,679+135.2% | $4,876+77.5% |
| Participant deferral / active EE | $3,714 | $4,478-17.1% | $3,897-4.7% | $5,439-31.7% |
| Admin fee / account holder | $865 | $6,332-86.3% | $5,194-83.3% | $10,885-92.0% |