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 | $78,941 | $63,346+24.6% | $92,233-14.4% | $70,131+12.6% |
| Participation rate | 85.5% | 68.7%+16.9pp | 76.5%+9.0pp | 69.5%+16.0pp |
| Annual return | 15.76% | 530.12%-514.4pp | 176.28%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,948 | $2,471-21.2% | $3,679-47.1% | $2,342-16.8% |
| Participant deferral / active EE | $3,602 | $2,854+26.2% | $3,897-7.6% | $3,332+8.1% |
| Admin fee / account holder | $6,690 | $3,840+74.2% | $5,194+28.8% | $4,645+44.0% |