Filed August 14, 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.
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.)
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 | $72,820 | $70,756+2.9% | $65,493+11.2% | $142,382-48.9% |
| Participation rate | 16.7% | 77.4%-60.7pp | 73.1%-56.4pp | 80.1%-63.5pp |
| Annual return | 16.32% | 1754.89%-1738.6pp | 982.45%-966.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $551 | $2,881-80.9% | $2,574-78.6% | $4,299-87.2% |
| Participant deferral / active EE | $1,218 | $4,637-73.7% | $3,961-69.3% | $6,507-81.3% |
| Admin fee / account holder | $13,980 | $6,559+113.1% | $5,028+178.0% | $12,624+10.7% |