Filed March 19, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,188 | $98,240+224.9% | $82,313+287.8% | $147,584+116.3% |
| Participation rate | 78.3% | 79.7%-1.5pp | 76.9%+1.4pp | 82.8%-4.6pp |
| Annual return | 16.98% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $6,266 | $3,192+96.3% | $2,428+158.0% | $4,876+28.5% |
| Participant deferral / active EE | $12,136 | $4,383+176.9% | $3,706+227.5% | $5,439+123.1% |
| Admin fee / account holder | $6,653 | $8,563-22.3% | $5,608+18.6% | $10,885-38.9% |