Filed September 11, 2025
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 | $34,449 | $90,503-61.9% | $78,689-56.2% | $273,961-87.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 10.68% | 75.60%-64.9pp | 62.18%-51.5pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,984 | $3,176-37.5% | $2,851-30.4% | $4,869-59.2% |
| Participant deferral / active EE | $4,381 | $3,901+12.3% | $3,517+24.6% | $5,287-17.1% |
| Admin fee / account holder | $107 | $5,263-98.0% | $4,510-97.6% | $10,132-98.9% |