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 | $50,097 | $50,958-1.7% | $74,550-32.8% | $64,186-21.9% |
| Participation rate | 90.8% | 61.1%+29.7pp | 69.1%+21.6pp | 69.6%+21.2pp |
| Annual return | -5.46% | -1.86%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,562 | $1,115+40.1% | $1,961-20.3% | $2,381-34.4% |
| Participant deferral / active EE | $3,685 | $2,301+60.1% | $3,108+18.6% | $3,470+6.2% |
| Admin fee / account holder | $2,983 | $4,223-29.4% | $5,060-41.0% | $4,888-39.0% |