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 | $134,166 | $49,177+172.8% | $79,464+68.8% | $64,186+109.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 7.56% | -1.16%+8.7pp | 718.14%-710.6pp | 7.63%-0.1pp |
| Employer contribution / active EE | $18,525 | $2,076+792.2% | $2,800+561.5% | $2,381+678.1% |
| Participant deferral / active EE | $11,153 | $2,821+295.3% | $3,704+201.1% | $3,470+221.4% |
| Admin fee / account holder | $2,779 | $3,839-27.6% | $5,113-45.7% | $4,888-43.2% |