Filed May 18, 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 | $24,935 | $65,365-61.9% | $92,893-73.2% | $72,985-65.8% |
| Participation rate | 69.0% | 68.3%+0.7pp | 76.0%-7.0pp | 69.5%-0.5pp |
| Annual return | 29.89% | 42.10%-12.2pp | 109.41%-79.5pp | 81.00%-51.1pp |
| Employer contribution / active EE | $1,815 | $2,594-30.0% | $3,653-50.3% | $2,440-25.6% |
| Participant deferral / active EE | $3,726 | $3,128+19.1% | $4,236-12.0% | $3,607+3.3% |
| Admin fee / account holder | $2,995 | $4,251-29.6% | $5,794-48.3% | $5,124-41.6% |