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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,883 | $54,517-45.2% | $75,972-60.7% | $74,495-59.9% |
| Participation rate | 31.3% | 60.3%-29.0pp | 69.1%-37.7pp | 67.2%-35.9pp |
| Annual return | 6.33% | 31.82%-25.5pp | 359.55%-353.2pp | 1364.94%-1358.6pp |
| Employer contribution / active EE | $335 | $1,777-81.1% | $2,685-87.5% | $2,623-87.2% |
| Participant deferral / active EE | $1,053 | $3,066-65.7% | $4,255-75.3% | $4,346-75.8% |
| Admin fee / account holder | $956 | $2,229-57.1% | $6,467-85.2% | $1,942-50.8% |