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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $376,237 | $109,817+242.6% | $98,442+282.2% | $167,490+124.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.77% | 1956.69%-1939.9pp | 1492.73%-1476.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $12,044 | $3,224+273.6% | $2,960+306.9% | $4,837+149.0% |
| Participant deferral / active EE | $15,165 | $4,673+224.5% | $4,276+254.6% | $6,341+139.1% |
| Admin fee / account holder | $2,736 | $6,753-59.5% | $5,949-54.0% | $12,309-77.8% |