Filed October 10, 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 | $22,827 | $49,922-54.3% | $80,569-71.7% | $75,163-69.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 20.60% | 34.69%-14.1pp | 935.43%-914.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,780 | $1,698+4.8% | $2,723-34.7% | $2,670-33.3% |
| Participant deferral / active EE | $5,148 | $2,990+72.1% | $4,447+15.7% | $4,125+24.8% |
| Admin fee / account holder | $1,822 | $3,577-49.1% | $5,377-66.1% | $5,651-67.7% |