Filed June 11, 2026
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,751 | $60,124-27.2% | $90,404-51.6% | $79,858-45.2% |
| Participation rate | 74.7% | 65.0%+9.7pp | 72.7%+2.0pp | 69.6%+5.1pp |
| Annual return | 17.89% | 71.94%-54.1pp | 1293.02%-1275.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,364 | $2,068+14.3% | $3,262-27.5% | $2,471-4.3% |
| Participant deferral / active EE | $7,190 | $2,938+144.7% | $3,963+81.4% | $3,740+92.2% |
| Admin fee / account holder | $3,077 | $3,976-22.6% | $5,611-45.2% | $5,306-42.0% |