Filed June 2, 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 | $56,930 | $112,881-49.6% | $90,951-37.4% | $158,922-64.2% |
| Participation rate | 79.2% | 74.7%+4.4pp | 69.0%+10.2pp | 82.0%-2.8pp |
| Annual return | 11.74% | 215.79%-204.1pp | 134.60%-122.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,102 | $2,893-27.3% | $2,122-0.9% | $4,761-55.8% |
| Participant deferral / active EE | $6,100 | $4,128+47.8% | $3,373+80.9% | $5,982+2.0% |
| Admin fee / account holder | $407 | $8,041-94.9% | $5,959-93.2% | $11,246-96.4% |