Filed September 16, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,770 | $142,344-67.1% | $119,609-60.9% | $134,475-65.2% |
| Participation rate | 89.5% | 82.8%+6.7pp | 79.3%+10.2pp | 81.2%+8.3pp |
| Annual return | -20.42% | -12.44%-8.0pp | -14.97%-5.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,510 | $5,222-32.8% | $4,232-17.1% | $4,740-26.0% |
| Participant deferral / active EE | $7,312 | $6,469+13.0% | $5,602+30.5% | $6,400+14.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |