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 | $105,891 | $114,381-7.4% | $107,525-1.5% | $142,382-25.6% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 15.96% | 242.71%-226.7pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,397 | $4,015-65.2% | $3,754-62.8% | $4,299-67.5% |
| Participant deferral / active EE | $5,284 | $5,564-5.0% | $5,116+3.3% | $6,507-18.8% |
| Admin fee / account holder | $17,019 | $9,860+72.6% | $8,919+90.8% | $12,624+34.8% |