Filed April 17, 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 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.)
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 | $49,999 | $72,492-31.0% | $87,100-42.6% | $72,985-31.5% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.9%+18.2pp | 69.5%+25.6pp |
| Annual return | 24.13% | 24.46%-0.3pp | 28.19%-4.1pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,954 | $1,894+3.2% | $2,521-22.5% | $2,440-19.9% |
| Participant deferral / active EE | $8,909 | $3,270+172.5% | $4,049+120.1% | $3,607+147.0% |
| Admin fee / account holder | $3,162 | $5,055-37.4% | $7,497-57.8% | $5,124-38.3% |