Filed June 11, 2026
Total covered: 2 employees
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 7-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.
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 | $10,918 | $100,852-89.2% | $90,404-87.9% | $158,922-93.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 129.92% | 1724.20%-1594.3pp | 1293.02%-1163.1pp | 302.83%-172.9pp |
| Employer contribution / active EE | $3,921 | $3,689+6.3% | $3,262+20.2% | $4,761-17.7% |
| Participant deferral / active EE | $5,169 | $4,348+18.9% | $3,963+30.4% | $5,982-13.6% |
| Admin fee / account holder | $153 | $6,501-97.6% | $5,611-97.3% | $11,246-98.6% |