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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,793 | $118,849-67.4% | $96,562-59.8% | $167,490-76.8% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 8.00% | 50.49%-42.5pp | 37.78%-29.8pp | 478.56%-470.6pp |
| Employer contribution / active EE | $2,805 | $3,120-10.1% | $2,356+19.0% | $4,837-42.0% |
| Participant deferral / active EE | $8,550 | $4,616+85.2% | $3,849+122.1% | $6,341+34.8% |
| Admin fee / account holder | $27,561 | $8,065+241.7% | $6,181+345.9% | $12,309+123.9% |