Filed June 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 | $74,072 | $171,865-56.9% | $149,718-50.5% | $147,584-49.8% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 17.98% | 2113.22%-2095.2pp | 1501.63%-1483.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,911 | $6,275-53.6% | $5,445-46.5% | $4,876-40.3% |
| Participant deferral / active EE | $9,431 | $7,271+29.7% | $6,569+43.6% | $5,439+73.4% |
| Admin fee / account holder | $15,247 | $13,799+10.5% | $11,283+35.1% | $10,885+40.1% |