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.)
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 | $168,682 | $154,117+9.5% | $129,995+29.8% | $139,434+21.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 21.60% | 32.48%-10.9pp | -137.18%+158.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $12,588 | $5,289+138.0% | $4,320+191.4% | $4,751+165.0% |
| Participant deferral / active EE | $7,738 | $6,710+15.3% | $5,820+33.0% | $6,710+15.3% |
| Admin fee / account holder | $3,265 | $14,007-76.7% | $10,614-69.2% | $11,403-71.4% |