Filed August 10, 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 | $34,025 | $77,634-56.2% | $156,549-78.3% | $62,891-45.9% |
| Participation rate | 83.3% | 71.2%+12.1pp | 84.0%-0.7pp | 69.3%+14.0pp |
| Annual return | 13.11% | 50.32%-37.2pp | 32.23%-19.1pp | 20.14%-7.0pp |
| Employer contribution / active EE | $2,696 | $3,444-21.7% | $5,501-51.0% | $2,281+18.2% |
| Participant deferral / active EE | $3,842 | $3,045+26.2% | $4,871-21.1% | $3,203+20.0% |
| Admin fee / account holder | $3,053 | $5,561-45.1% | $13,027-76.6% | $4,296-28.9% |