Filed March 2, 2026 (most recent of 3 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,318 | $54,726-8.1% | $68,793-26.9% | $64,186-21.6% |
| Participation rate | 54.1% | 68.0%-14.0pp | 72.2%-18.2pp | 69.6%-15.5pp |
| Annual return | -8.12% | -1.62%-6.5pp | -4.63%-3.5pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,330 | $1,846-28.0% | $2,625-49.3% | $2,381-44.2% |
| Participant deferral / active EE | $3,068 | $2,626+16.8% | $3,311-7.3% | $3,470-11.6% |
| Admin fee / account holder | $106 | $4,027-97.4% | $5,131-97.9% | $4,888-97.8% |