Filed September 4, 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 | $191,400 | $152,587+25.4% | $125,175+52.9% | $152,861+25.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.06% | 54.84%-28.8pp | 43.79%-17.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $15,200 | $4,946+207.3% | $3,865+293.2% | $4,762+219.2% |
| Participant deferral / active EE | $10,040 | $5,868+71.1% | $4,937+103.4% | $5,850+71.6% |
| Admin fee / account holder | $7 | $13,434-100.0% | $9,702-99.9% | $11,596-99.9% |