Filed June 29, 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 | $57,481 | $45,035+27.6% | $62,995-8.8% | $70,131-18.0% |
| Participation rate | 94.3% | 69.5%+24.8pp | 74.8%+19.5pp | 69.5%+24.8pp |
| Annual return | 15.26% | 18.76%-3.5pp | 87.57%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,718 | $2,051+32.5% | $2,759-1.5% | $2,342+16.0% |
| Participant deferral / active EE | $7,228 | $2,465+193.3% | $3,329+117.1% | $3,332+117.0% |
| Admin fee / account holder | $516 | $2,834-81.8% | $3,600-85.7% | $4,645-88.9% |