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 | $69,737 | $98,750-29.4% | $149,696-53.4% | $79,858-12.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.6pp |
| Annual return | 64.46% | 27.43%+37.0pp | 276.60%-212.1pp | 31.71%+32.8pp |
| Employer contribution / active EE | $4,059 | $3,216+26.2% | $4,644-12.6% | $2,471+64.3% |
| Participant deferral / active EE | $14,993 | $5,680+164.0% | $6,842+119.1% | $3,740+300.9% |
| Admin fee / account holder | $6,688 | $6,053+10.5% | $9,309-28.1% | $5,306+26.0% |