Filed June 11, 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 | $23,716 | $45,152-47.5% | $73,843-67.9% | $59,632-60.2% |
| Participation rate | 74.0% | 64.0%+10.0pp | 73.4%+0.6pp | 68.7%+5.4pp |
| Annual return | -2.52% | 27.40%-29.9pp | 2267.84%-2270.4pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,240 | $1,902-34.8% | $2,787-55.5% | $2,203-43.7% |
| Participant deferral / active EE | $7,047 | $2,574+173.8% | $3,583+96.7% | $3,192+120.8% |
| Admin fee / account holder | $3,801 | $3,516+8.1% | $4,880-22.1% | $4,297-11.5% |