Filed July 10, 2026 (most recent of 2 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.
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 | $54,084 | $123,793-56.3% | $177,821-69.6% | $79,858-32.3% |
| Participation rate | 92.5% | 84.7%+7.8pp | 87.7%+4.7pp | 69.6%+22.8pp |
| Annual return | 14.27% | 22.82%-8.6pp | 48.32%-34.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,423 | $4,095-40.8% | $5,918-59.1% | $2,471-1.9% |
| Participant deferral / active EE | $3,057 | $5,956-48.7% | $7,714-60.4% | $3,740-18.3% |
| Admin fee / account holder | $977 | $7,243-86.5% | $12,427-92.1% | $5,306-81.6% |