Filed November 14, 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 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.
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 | $64,599 | $62,672+3.1% | $185,117-65.1% | $70,131-7.9% |
| Participation rate | 78.6% | 63.8%+14.8pp | 77.3%+1.3pp | 69.5%+9.0pp |
| Annual return | 18.98% | 40.79%-21.8pp | 40.50%-21.5pp | 73.14%-54.2pp |
| Employer contribution / active EE | $6,339 | $1,753+261.6% | $4,182+51.6% | $2,342+170.6% |
| Participant deferral / active EE | $10,554 | $3,272+222.6% | $5,045+109.2% | $3,332+216.8% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |