Filed September 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,807 | $135,635-2.8% | $110,238+19.6% | $135,375-2.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.80% | 513.19%-524.0pp | 314.74%-325.5pp | 519.73%-530.5pp |
| Employer contribution / active EE | $16,290 | $4,906+232.0% | $3,826+325.7% | $4,779+240.9% |
| Participant deferral / active EE | $9,862 | $5,506+79.1% | $4,672+111.1% | $5,609+75.8% |
| Admin fee / account holder | $2,946 | $11,457-74.3% | $8,547-65.5% | $10,827-72.8% |