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 3-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,939 | $87,013-77.1% | $106,213-81.2% | $80,856-75.3% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.3pp | 67.6%+26.9pp |
| Annual return | 16.86% | 17.05%-0.2pp | 116.14%-99.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,852 | $2,395+60.8% | $3,171+21.5% | $2,755+39.8% |
| Participant deferral / active EE | $6,355 | $3,986+59.4% | $5,016+26.7% | $4,296+47.9% |
| Admin fee / account holder | $529 | $8,431-93.7% | $11,033-95.2% | $6,918-92.4% |