Filed March 9, 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 | $181,598 | $138,385+31.2% | $184,200-1.4% | $80,874+124.5% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.8pp | 67.6%+22.0pp |
| Annual return | 14.55% | 20.02%-5.5pp | 28.80%-14.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $5,026 | $4,849+3.6% | $6,424-21.8% | $2,756+82.4% |
| Participant deferral / active EE | $8,220 | $7,073+16.2% | $9,132-10.0% | $4,297+91.3% |
| Admin fee / account holder | $892 | $10,483-91.5% | $13,907-93.6% | $6,935-87.1% |