Filed July 7, 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 3-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,451 | $95,803-88.0% | $113,168-89.9% | $84,808-86.5% |
| Participation rate | 98.3% | 72.9%+25.4pp | 76.6%+21.7pp | 68.3%+30.0pp |
| Annual return | 30.59% | 25.00%+5.6pp | 24.27%+6.3pp | 40.90%-10.3pp |
| Employer contribution / active EE | $2,012 | $2,360-14.7% | $2,975-32.4% | $2,631-23.5% |
| Participant deferral / active EE | $2,658 | $4,242-37.3% | $5,107-47.9% | $4,212-36.9% |
| Admin fee / account holder | $925 | $8,989-89.7% | $12,068-92.3% | $7,344-87.4% |