Filed December 2, 2025 (most recent of 4 filings on file)
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 | $53,641 | $53,777-0.3% | $134,143-60.0% | $79,858-32.8% |
| Participation rate | 93.0% | 58.8%+34.3pp | 72.2%+20.9pp | 69.6%+23.4pp |
| Annual return | 17.57% | 19.01%-1.4pp | 36.33%-18.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,213 | $1,321+67.5% | $3,704-40.3% | $2,471-10.4% |
| Participant deferral / active EE | $5,173 | $2,420+113.7% | $3,499+47.8% | $3,740+38.3% |
| Admin fee / account holder | $196 | $3,984-95.1% | $6,684-97.1% | $5,306-96.3% |