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.)
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 | $69,367 | $72,277-4.0% | $101,248-31.5% | $79,858-13.1% |
| Participation rate | 76.3% | 68.5%+7.9pp | 75.8%+0.5pp | 69.6%+6.7pp |
| Annual return | 10.07% | 22.30%-12.2pp | 46.47%-36.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,222 | $2,692-17.4% | $3,660-39.3% | $2,471-10.1% |
| Participant deferral / active EE | $3,999 | $3,282+21.9% | $4,370-8.5% | $3,740+6.9% |
| Admin fee / account holder | $4,297 | $4,400-2.4% | $5,945-27.7% | $5,306-19.0% |