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 | $72,432 | $115,770-37.4% | $101,248-28.5% | $158,922-54.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.11% | 56.14%-43.0pp | 46.47%-33.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,161 | $4,175-72.2% | $3,660-68.3% | $4,761-75.6% |
| Participant deferral / active EE | $3,889 | $4,957-21.6% | $4,370-11.0% | $5,982-35.0% |
| Admin fee / account holder | $8,799 | $7,245+21.4% | $5,945+48.0% | $11,246-21.8% |