Filed November 4, 2025
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 6-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 | $66,807 | $86,944-23.2% | $107,525-37.9% | $74,304-10.1% |
| Participation rate | 0.0% | 59.6%-59.6pp | 75.1%-75.1pp | 60.3%-60.3pp |
| Annual return | 39.29% | 23.52%+15.8pp | 181.32%-142.0pp | 29.43%+9.9pp |
| Employer contribution / active EE | $1,524 | $2,757-44.7% | $3,754-59.4% | $2,241-32.0% |
| Participant deferral / active EE | $3,349 | $3,554-5.8% | $5,116-34.5% | $3,767-11.1% |
| Admin fee / account holder | $5,535 | $3,727+48.5% | $8,919-37.9% | $2,969+86.4% |