Filed March 10, 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 | $10,770 | $79,944-86.5% | $98,439-89.1% | $75,163-85.7% |
| Participation rate | 78.4% | 70.4%+8.1pp | 75.2%+3.3pp | 67.2%+11.2pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,722 | $2,264+20.2% | $3,048-10.7% | $2,670+1.9% |
| Participant deferral / active EE | $5,358 | $3,752+42.8% | $4,738+13.1% | $4,125+29.9% |
| Admin fee / account holder | $255 | $6,840-96.3% | $8,948-97.1% | $5,651-95.5% |