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 | $41,888 | $78,422-46.6% | $95,952-56.3% | $79,858-47.5% |
| Participation rate | 72.0% | 73.5%-1.4pp | 77.1%-5.0pp | 69.6%+2.4pp |
| Annual return | 19.20% | 19.37%-0.2pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,141 | $1,945+10.1% | $2,541-15.8% | $2,471-13.4% |
| Participant deferral / active EE | $4,654 | $3,440+35.3% | $4,167+11.7% | $3,740+24.4% |
| Admin fee / account holder | $829 | $5,622-85.3% | $6,795-87.8% | $5,306-84.4% |