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 | $36,159 | $95,862-62.3% | $79,550-54.5% | $134,475-73.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.39% | -2.69%-15.7pp | 0.16%-18.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,914 | $3,128-6.8% | $2,413+20.8% | $4,740-38.5% |
| Participant deferral / active EE | $8,937 | $4,693+90.4% | $3,985+124.3% | $6,400+39.7% |
| Admin fee / account holder | $407 | $9,126-95.5% | $6,832-94.0% | $11,426-96.4% |