Filed September 22, 2026
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 4-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,943 | $49,915-16.0% | $154,803-72.9% | $74,304-43.6% |
| Participation rate | 97.2% | 54.0%+43.3pp | 78.1%+19.2pp | 60.3%+36.9pp |
| Annual return | 52.40% | 34.06%+18.3pp | 58.88%-6.5pp | 29.43%+23.0pp |
| Employer contribution / active EE | $3,239 | $1,611+101.0% | $4,305-24.8% | $2,241+44.5% |
| Participant deferral / active EE | $4,408 | $2,255+95.5% | $5,540-20.4% | $3,767+17.0% |
| Admin fee / account holder | $5,557 | $2,189+153.9% | $14,329-61.2% | $2,969+87.2% |