Filed November 14, 2025
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 | $44,817 | $56,054-20.0% | $171,082-73.8% | $62,891-28.7% |
| Participation rate | 88.1% | 62.9%+25.2pp | 76.7%+11.4pp | 69.3%+18.8pp |
| Annual return | 15.36% | 22.52%-7.2pp | 32.56%-17.2pp | 20.14%-4.8pp |
| Employer contribution / active EE | $4,801 | $1,731+177.4% | $4,002+20.0% | $2,281+110.5% |
| Participant deferral / active EE | $8,947 | $3,158+183.3% | $4,797+86.5% | $3,203+179.3% |
| Admin fee / account holder | $501 | $3,647-86.3% | $8,520-94.1% | $4,296-88.3% |