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 | $27,239 | $48,570-43.9% | $130,648-79.2% | $72,985-62.7% |
| Participation rate | 19.2% | 58.6%-39.3pp | 71.7%-52.5pp | 69.5%-50.3pp |
| Annual return | 44.87% | 38.63%+6.2pp | 1708.96%-1664.1pp | 81.00%-36.1pp |
| Employer contribution / active EE | $563 | $1,334-57.8% | $4,092-86.2% | $2,440-76.9% |
| Participant deferral / active EE | $1,720 | $2,384-27.9% | $3,603-52.3% | $3,607-52.3% |
| Admin fee / account holder | $5,864 | $3,549+65.2% | $5,464+7.3% | $5,124+14.4% |