Filed September 3, 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 | $184,564 | $90,600+103.7% | $79,464+132.3% | $135,375+36.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -5.93% | 977.43%-983.4pp | 718.14%-724.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $7,565 | $3,068+146.6% | $2,800+170.1% | $4,779+58.3% |
| Participant deferral / active EE | $11,357 | $4,050+180.4% | $3,704+206.6% | $5,609+102.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |