Filed December 19, 2025 (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 | $43,069 | $48,364-10.9% | $71,796-40.0% | $62,891-31.5% |
| Participation rate | 93.8% | 60.6%+33.2pp | 69.1%+24.7pp | 69.3%+24.5pp |
| Annual return | 6.96% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,288 | $1,042+23.6% | $1,924-33.1% | $2,281-43.5% |
| Participant deferral / active EE | $3,092 | $2,091+47.8% | $2,794+10.6% | $3,203-3.5% |
| Admin fee / account holder | $2,958 | $3,771-21.6% | $4,815-38.6% | $4,296-31.1% |