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.)
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 | $34,106 | $72,492-53.0% | $87,100-60.8% | $72,985-53.3% |
| Participation rate | 72.9% | 72.8%+0.1pp | 76.9%-3.9pp | 69.5%+3.5pp |
| Annual return | 27.11% | 24.46%+2.7pp | 28.19%-1.1pp | 81.00%-53.9pp |
| Employer contribution / active EE | $2,141 | $1,894+13.0% | $2,521-15.1% | $2,440-12.3% |
| Participant deferral / active EE | $5,009 | $3,270+53.2% | $4,049+23.7% | $3,607+38.8% |
| Admin fee / account holder | $1,447 | $5,055-71.4% | $7,497-80.7% | $5,124-71.8% |