Filed March 2, 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 | $86,525 | $46,869+84.6% | $122,332-29.3% | $70,131+23.4% |
| Participation rate | 57.7% | 58.2%-0.5pp | 71.6%-13.9pp | 69.5%-11.8pp |
| Annual return | 14.14% | 24.22%-10.1pp | 30.27%-16.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,400 | $1,288+86.4% | $4,050-40.7% | $2,342+2.5% |
| Participant deferral / active EE | $2,784 | $2,166+28.5% | $3,287-15.3% | $3,332-16.4% |
| Admin fee / account holder | $1,696 | $3,322-48.9% | $5,478-69.0% | $4,645-63.5% |