Filed June 11, 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.
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 | $57,339 | $80,753-29.0% | $136,294-57.9% | $62,292-8.0% |
| Participation rate | 32.5% | 73.5%-41.1pp | 81.9%-49.4pp | 69.5%-37.0pp |
| Annual return | 46.92% | 35.83%+11.1pp | 5155.94%-5109.0pp | 28.90%+18.0pp |
| Employer contribution / active EE | $1,870 | $2,884-35.2% | $4,695-60.2% | $2,042-8.4% |
| Participant deferral / active EE | $3,815 | $5,164-26.1% | $6,247-38.9% | $3,169+20.4% |
| Admin fee / account holder | $16,358 | $525+3013.4% | $9,243+77.0% | $479+3312.6% |