Filed August 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 | $90,772 | $84,487+7.4% | $125,339-27.6% | $66,914+35.7% |
| Participation rate | 80.6% | 76.4%+4.1pp | 82.4%-1.8pp | 69.8%+10.8pp |
| Annual return | -17.83% | -8.39%-9.4pp | 572.05%-589.9pp | 1.58%-19.4pp |
| Employer contribution / active EE | $3,516 | $3,553-1.0% | $4,814-27.0% | $2,544+38.2% |
| Participant deferral / active EE | $6,446 | $6,781-4.9% | $7,446-13.4% | $4,237+52.1% |
| Admin fee / account holder | $1,951 | $685+184.8% | $10,010-80.5% | $593+228.8% |