Filed August 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,885 | $48,076+91.1% | $78,689+16.8% | $62,891+46.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 23.99% | 31.35%-7.4pp | 62.18%-38.2pp | 20.14%+3.8pp |
| Employer contribution / active EE | $18,798 | $2,015+833.0% | $2,851+559.4% | $2,281+724.1% |
| Participant deferral / active EE | $11,406 | $2,588+340.8% | $3,517+224.3% | $3,203+256.1% |
| Admin fee / account holder | $1,026 | $3,207-68.0% | $4,510-77.3% | $4,296-76.1% |