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 | $21,944 | $51,175-57.1% | $70,515-68.9% | $75,163-70.8% |
| Participation rate | 52.7% | 60.9%-8.2pp | 68.3%-15.6pp | 67.2%-14.4pp |
| Annual return | 19.56% | 30.02%-10.5pp | 32.77%-13.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $827 | $1,826-54.7% | $2,973-72.2% | $2,670-69.0% |
| Participant deferral / active EE | $1,882 | $2,849-33.9% | $4,567-58.8% | $4,125-54.4% |
| Admin fee / account holder | $473 | $4,091-88.4% | $6,412-92.6% | $5,651-91.6% |