Filed September 21, 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 | $37,498 | $98,750-62.0% | $149,696-75.0% | $79,858-53.0% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.5%+3.8pp | 69.6%+16.6pp |
| Annual return | 16.79% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,015 | $3,216-68.4% | $4,644-78.1% | $2,471-58.9% |
| Participant deferral / active EE | $2,565 | $5,680-54.8% | $6,842-62.5% | $3,740-31.4% |
| Admin fee / account holder | $431 | $6,053-92.9% | $9,309-95.4% | $5,306-91.9% |