Filed July 30, 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.
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 | $64,115 | $123,793-48.2% | $177,821-63.9% | $79,858-19.7% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 17.72% | 22.82%-5.1pp | 48.32%-30.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,625 | $4,095-35.9% | $5,918-55.6% | $2,471+6.2% |
| Participant deferral / active EE | $6,370 | $5,956+7.0% | $7,714-17.4% | $3,740+70.3% |
| Admin fee / account holder | $239 | $7,243-96.7% | $12,427-98.1% | $5,306-95.5% |