Filed May 4, 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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,685 | $65,557-15.1% | $64,056-13.1% | $71,457-22.1% |
| Participation rate | 32.8% | 73.2%-40.4pp | 72.3%-39.5pp | 67.9%-35.1pp |
| Annual return | 20.12% | 18.94%+1.2pp | 33.69%-13.6pp | 28.85%-8.7pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,526 | $3,626-57.9% | $3,880-60.7% | $4,289-64.4% |
| Admin fee / account holder | $1,030 | $616+67.2% | $3,068-66.4% | $1,587-35.1% |