Filed June 5, 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.
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 | $20,938 | $75,828-72.4% | $147,614-85.8% | $59,632-64.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.39% | 0.37%0pp | 61.98%-61.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,331 | $3,485-33.1% | $5,564-58.1% | $2,203+5.8% |
| Participant deferral / active EE | $1,851 | $3,130-40.9% | $4,895-62.2% | $3,192-42.0% |
| Admin fee / account holder | $33 | $5,985-99.4% | $11,611-99.7% | $4,297-99.2% |