Filed July 14, 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 | $17,922 | $48,265-62.9% | $68,791-73.9% | $68,494-73.8% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 67.9%-17.9pp |
| Annual return | -16.50% | -12.71%-3.8pp | -6.38%-10.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $697 | $1,829-61.9% | $2,655-73.7% | $2,596-73.2% |
| Participant deferral / active EE | $1,773 | $2,867-38.2% | $3,941-55.0% | $4,027-56.0% |
| Admin fee / account holder | $1,752 | $4,355-59.8% | $4,932-64.5% | $5,403-67.6% |