Filed September 24, 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.
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 | $105,315 | $135,952-22.5% | $123,892-15.0% | $273,961-61.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.38% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,313 | $5,170-55.3% | $4,617-49.9% | $4,869-52.5% |
| Participant deferral / active EE | $8,966 | $6,343+41.4% | $5,984+49.8% | $5,287+69.6% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |