Filed July 7, 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 3-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,885 | $80,968-92.7% | $96,544-93.9% | $75,163-92.2% |
| Participation rate | 93.3% | 71.8%+21.6pp | 76.0%+17.4pp | 67.2%+26.1pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,044 | $2,282-10.4% | $2,965-31.1% | $2,670-23.4% |
| Participant deferral / active EE | $3,145 | $3,928-19.9% | $4,851-35.2% | $4,125-23.7% |
| Admin fee / account holder | $23 | $6,724-99.7% | $8,252-99.7% | $5,651-99.6% |