Filed June 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.
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 | $86,654 | $71,050+22.0% | $93,606-7.4% | $80,856+7.2% |
| Participation rate | 68.3% | 60.4%+7.9pp | 68.7%-0.4pp | 67.6%+0.7pp |
| Annual return | 14.04% | 11.26%+2.8pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,289 | $1,564+46.4% | $2,420-5.4% | $2,755-16.9% |
| Participant deferral / active EE | $5,479 | $4,034+35.8% | $4,411+24.2% | $4,296+27.6% |
| Admin fee / account holder | $9,556 | $6,945+37.6% | $8,285+15.3% | $6,918+38.1% |