Filed June 8, 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 9-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 | $42,920 | $89,355-52.0% | $141,162-69.6% | $72,985-41.2% |
| Participation rate | 88.6% | 75.1%+13.5pp | 82.5%+6.1pp | 69.5%+19.1pp |
| Annual return | 50.15% | 111.85%-61.7pp | 71.39%-21.2pp | 81.00%-30.9pp |
| Employer contribution / active EE | $1,310 | $3,114-57.9% | $4,735-72.3% | $2,440-46.3% |
| Participant deferral / active EE | $13,749 | $5,418+153.8% | $6,709+104.9% | $3,607+281.1% |
| Admin fee / account holder | $807 | $5,958-86.5% | $10,261-92.1% | $5,124-84.3% |