Filed November 13, 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 9-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 | $120,320 | $57,281+110.1% | $86,612+38.9% | $75,163+60.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 27.97% | 2670.75%-2642.8pp | 591.07%-563.1pp | 160.62%-132.7pp |
| Employer contribution / active EE | $17,828 | $2,314+670.3% | $3,022+489.9% | $2,670+567.8% |
| Participant deferral / active EE | $10,907 | $3,318+228.7% | $4,438+145.8% | $4,125+164.4% |
| Admin fee / account holder | $4,852 | $4,112+18.0% | $5,614-13.6% | $5,651-14.1% |