Filed March 10, 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 | $121,911 | $72,177+68.9% | $115,037+6.0% | $59,632+104.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.07% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $13,424 | $2,841+372.5% | $4,608+191.3% | $2,203+509.5% |
| Participant deferral / active EE | $8,436 | $4,783+76.4% | $6,026+40.0% | $3,192+164.3% |
| Admin fee / account holder | $2,104 | $4,927-57.3% | $8,175-74.3% | $4,297-51.0% |