Filed February 25, 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 | $78,191 | $56,897+37.4% | $84,750-7.7% | $62,891+24.3% |
| Participation rate | 80.3% | 68.5%+11.7pp | 76.6%+3.7pp | 69.3%+11.0pp |
| Annual return | 8.56% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,822 | $2,400-24.1% | $3,574-49.0% | $2,281-20.1% |
| Participant deferral / active EE | $3,417 | $2,709+26.1% | $3,712-7.9% | $3,203+6.7% |
| Admin fee / account holder | $2,829 | $3,581-21.0% | $5,332-46.9% | $4,296-34.1% |