Filed April 27, 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.
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 | $48,377 | $99,341-51.3% | $84,750-42.9% | $273,961-82.3% |
| Participation rate | 56.3% | 80.7%-24.4pp | 76.6%-20.3pp | 83.0%-26.8pp |
| Annual return | 9.19% | 22.93%-13.7pp | 22.78%-13.6pp | 41.45%-32.3pp |
| Employer contribution / active EE | $4,065 | $4,214-3.5% | $3,574+13.7% | $4,869-16.5% |
| Participant deferral / active EE | $3,307 | $4,269-22.6% | $3,712-10.9% | $5,287-37.5% |
| Admin fee / account holder | $252 | $6,644-96.2% | $5,332-95.3% | $10,132-97.5% |