Filed March 20, 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 | $63,378 | $102,966-38.4% | $90,281-29.8% | $152,861-58.5% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.4%+12.8pp |
| Annual return | 17.35% | 95.16%-77.8pp | 78.10%-60.7pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,424 | $3,139-22.8% | $2,854-15.1% | $4,762-49.1% |
| Participant deferral / active EE | $3,422 | $4,281-20.1% | $3,885-11.9% | $5,850-41.5% |
| Admin fee / account holder | $1,274 | $6,171-79.4% | $5,351-76.2% | $11,596-89.0% |