Filed October 9, 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,392 | $46,732-62.8% | $156,549-88.9% | $55,167-68.5% |
| Participation rate | 64.7% | 65.8%-1.1pp | 84.0%-19.4pp | 69.0%-4.3pp |
| Annual return | 8.05% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $500 | $2,105-76.2% | $5,501-90.9% | $1,963-74.5% |
| Participant deferral / active EE | $1,440 | $2,204-34.7% | $4,871-70.4% | $3,054-52.9% |
| Admin fee / account holder | $6 | $418-98.6% | $13,027-100.0% | $504-98.8% |