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 | $55,320 | $176,377-68.6% | $134,143-58.8% | $158,922-65.2% |
| Participation rate | 94.4% | 78.7%+15.7pp | 72.2%+22.3pp | 82.0%+12.5pp |
| Annual return | 17.96% | 63.63%-45.7pp | 36.33%-18.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,960 | $5,040-21.4% | $3,704+6.9% | $4,761-16.8% |
| Participant deferral / active EE | $6,825 | $4,091+66.8% | $3,499+95.1% | $5,982+14.1% |
| Admin fee / account holder | $7 | $8,718-99.9% | $6,684-99.9% | $11,246-99.9% |