Filed March 25, 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.
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 | $97,767 | $135,635-27.9% | $110,238-11.3% | $135,375-27.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.42% | 513.19%-517.6pp | 314.74%-319.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $8,643 | $4,906+76.2% | $3,826+125.9% | $4,779+80.9% |
| Participant deferral / active EE | $5,487 | $5,506-0.4% | $4,672+17.4% | $5,609-2.2% |
| Admin fee / account holder | $157 | $11,457-98.6% | $8,547-98.2% | $10,827-98.6% |