Filed August 14, 2025 (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.)
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 | $70,210 | $65,365+7.4% | $92,893-24.4% | $72,985-3.8% |
| Participation rate | 71.6% | 68.3%+3.3pp | 76.0%-4.4pp | 69.5%+2.1pp |
| Annual return | 17.75% | 42.10%-24.4pp | 109.41%-91.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $2,061 | $2,594-20.6% | $3,653-43.6% | $2,440-15.5% |
| Participant deferral / active EE | $3,782 | $3,128+20.9% | $4,236-10.7% | $3,607+4.8% |
| Admin fee / account holder | $3,973 | $4,251-6.5% | $5,794-31.4% | $5,124-22.5% |