Filed January 8, 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.
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 | $39,697 | $165,912-76.1% | $122,332-67.6% | $147,584-73.1% |
| Participation rate | 93.3% | 79.6%+13.8pp | 71.6%+21.7pp | 82.8%+10.5pp |
| Annual return | 21.80% | 34.55%-12.8pp | 30.27%-8.5pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,888 | $5,754-49.8% | $4,050-28.7% | $4,876-40.8% |
| Participant deferral / active EE | $4,812 | $4,005+20.1% | $3,287+46.4% | $5,439-11.5% |
| Admin fee / account holder | $29 | $7,424-99.6% | $5,478-99.5% | $10,885-99.7% |