Filed April 17, 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 | $44,554 | $62,586-28.8% | $76,768-42.0% | $64,186-30.6% |
| Participation rate | 95.5% | 72.8%+22.6pp | 77.0%+18.5pp | 69.6%+25.9pp |
| Annual return | -4.34% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,857 | $1,832+1.4% | $2,485-25.3% | $2,381-22.0% |
| Participant deferral / active EE | $8,095 | $3,145+157.4% | $3,852+110.2% | $3,470+133.3% |
| Admin fee / account holder | $825 | $4,667-82.3% | $6,675-87.6% | $4,888-83.1% |