Filed August 24, 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 | $30,148 | $107,334-71.9% | $92,893-67.5% | $152,861-80.3% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.0%+19.6pp | 82.4%+13.2pp |
| Annual return | 23.28% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,731 | $4,221-35.3% | $3,653-25.2% | $4,762-42.7% |
| Participant deferral / active EE | $5,023 | $4,845+3.7% | $4,236+18.6% | $5,850-14.1% |
| Admin fee / account holder | $4,638 | $7,079-34.5% | $5,794-19.9% | $11,596-60.0% |