Filed September 8, 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 8-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,091 | $73,933-85.0% | $96,683-88.5% | $75,163-85.2% |
| Participation rate | 52.0% | 66.4%-14.4pp | 74.3%-22.3pp | 67.2%-15.2pp |
| Annual return | 20.96% | 26.70%-5.7pp | 35.69%-14.7pp | 160.62%-139.7pp |
| Employer contribution / active EE | $887 | $2,928-69.7% | $3,737-76.3% | $2,670-66.8% |
| Participant deferral / active EE | $3,156 | $3,659-13.7% | $4,878-35.3% | $4,125-23.5% |
| Admin fee / account holder | $375 | $5,216-92.8% | $6,730-94.4% | $5,651-93.4% |