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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,515 | $96,635+263.8% | $86,612+305.8% | $139,434+152.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.08% | 106.41%-91.3pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $13,093 | $3,263+301.2% | $3,022+333.2% | $4,751+175.6% |
| Participant deferral / active EE | $14,410 | $4,836+198.0% | $4,438+224.7% | $6,710+114.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |