Filed April 29, 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 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,050 | $62,586-68.0% | $76,768-73.9% | $64,186-68.8% |
| Participation rate | 78.4% | 72.8%+5.6pp | 77.0%+1.4pp | 69.6%+8.8pp |
| Annual return | -7.48% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,804 | $1,832-1.5% | $2,485-27.4% | $2,381-24.2% |
| Participant deferral / active EE | $4,604 | $3,145+46.4% | $3,852+19.5% | $3,470+32.7% |
| Admin fee / account holder | $691 | $4,667-85.2% | $6,675-89.7% | $4,888-85.9% |