Filed August 27, 2025 (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.
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 | $38,644 | $83,477-53.7% | $125,175-69.1% | $72,985-47.1% |
| Participation rate | 58.1% | 73.3%-15.2pp | 79.8%-21.7pp | 69.5%-11.4pp |
| Annual return | 22.04% | 25.78%-3.7pp | 43.79%-21.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $832 | $2,345-64.5% | $3,865-78.5% | $2,440-65.9% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,852 | $5,517-66.4% | $9,702-80.9% | $5,124-63.8% |