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.
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 | $35,209 | $158,817-77.8% | $121,196-70.9% | $135,375-74.0% |
| Participation rate | 94.1% | 79.3%+14.8pp | 71.7%+22.4pp | 82.6%+11.5pp |
| Annual return | -8.02% | -0.64%-7.4pp | 16.93%-25.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,134 | $5,665-44.7% | $4,022-22.1% | $4,779-34.4% |
| Participant deferral / active EE | $4,685 | $4,005+17.0% | $3,344+40.1% | $5,609-16.5% |
| Admin fee / account holder | $3,920 | $6,512-39.8% | $5,019-21.9% | $10,827-63.8% |