Filed September 11, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $71,162 | $63,346+12.3% | $92,233-22.8% | $70,131+1.5% |
| Participation rate | 58.8% | 68.7%-9.8pp | 76.5%-17.7pp | 69.5%-10.7pp |
| Annual return | 21.78% | 530.12%-508.3pp | 176.28%-154.5pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,113 | $2,471-55.0% | $3,679-69.8% | $2,342-52.5% |
| Participant deferral / active EE | $1,573 | $2,854-44.9% | $3,897-59.6% | $3,332-52.8% |
| Admin fee / account holder | $176 | $3,840-95.4% | $5,194-96.6% | $4,645-96.2% |