Filed August 14, 2025 (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 | $116,371 | $93,571+24.4% | $135,903-14.4% | $75,163+54.8% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 36.37% | 30.90%+5.5pp | 68.23%-31.9pp | 160.62%-124.3pp |
| Employer contribution / active EE | $4,310 | $3,537+21.9% | $4,856-11.2% | $2,670+61.4% |
| Participant deferral / active EE | $7,350 | $6,404+14.8% | $7,758-5.3% | $4,125+78.2% |
| Admin fee / account holder | $3,652 | $6,975-47.6% | $10,762-66.1% | $5,651-35.4% |