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 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 | $24,039 | $43,723-45.0% | $121,196-80.2% | $64,186-62.5% |
| Participation rate | 44.0% | 58.3%-14.3pp | 71.7%-27.7pp | 69.6%-25.6pp |
| Annual return | -3.17% | 68.91%-72.1pp | 16.93%-20.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $415 | $1,296-68.0% | $4,022-89.7% | $2,381-82.6% |
| Participant deferral / active EE | $1,370 | $2,280-39.9% | $3,344-59.1% | $3,470-60.5% |
| Admin fee / account holder | $1,152 | $3,501-67.1% | $5,019-77.1% | $4,888-76.4% |