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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,980 | $81,474-19.0% | $133,956-50.7% | $73,488-10.2% |
| Participation rate | 55.2% | 76.4%-21.2pp | 79.8%-24.7pp | 70.7%-15.5pp |
| Annual return | 15.71% | 19.40%-3.7pp | 45.09%-29.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,426 | $2,209-35.4% | $3,919-63.6% | $2,270-37.2% |
| Participant deferral / active EE | $2,953 | $3,786-22.0% | $5,048-41.5% | $3,740-21.0% |
| Admin fee / account holder | $6,436 | $713+802.5% | $8,927-27.9% | $513+1154.4% |