Filed December 23, 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 | $64,723 | $107,334-39.7% | $92,893-30.3% | $152,861-57.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.36% | 145.58%-127.2pp | 109.41%-91.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,073 | $4,221-74.6% | $3,653-70.6% | $4,762-77.5% |
| Participant deferral / active EE | $3,742 | $4,845-22.8% | $4,236-11.7% | $5,850-36.0% |
| Admin fee / account holder | $4,164 | $7,079-41.2% | $5,794-28.1% | $11,596-64.1% |