Filed June 25, 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,298 | $159,602-38.4% | $150,045-34.5% | $142,382-31.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.74% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,741 | $4,961-24.6% | $4,693-20.3% | $4,299-13.0% |
| Participant deferral / active EE | $12,482 | $8,310+50.2% | $7,997+56.1% | $6,507+91.8% |
| Admin fee / account holder | $2,455 | $14,846-83.5% | $13,435-81.7% | $12,624-80.6% |