Filed January 13, 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 | $67,163 | $138,347-51.5% | $184,203-63.5% | $80,856-16.9% |
| Participation rate | 83.9% | 83.9%0pp | 86.8%-2.9pp | 67.6%+16.2pp |
| Annual return | 25.27% | 20.02%+5.2pp | 28.81%-3.5pp | 35.59%-10.3pp |
| Employer contribution / active EE | $2,428 | $4,850-49.9% | $6,427-62.2% | $2,755-11.9% |
| Participant deferral / active EE | $5,713 | $7,071-19.2% | $9,131-37.4% | $4,296+33.0% |
| Admin fee / account holder | $4,766 | $10,483-54.5% | $13,901-65.7% | $6,918-31.1% |