Filed August 11, 2026 (most recent of 6 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,016 | $52,353+10.8% | $120,225-51.7% | $82,448-29.6% |
| Participation rate | 48.9% | 58.3%-9.4pp | 69.6%-20.7pp | 68.1%-19.2pp |
| Annual return | 16.59% | 61.85%-45.3pp | 439.23%-422.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $935 | $1,510-38.1% | $3,475-73.1% | $2,551-63.3% |
| Participant deferral / active EE | $2,233 | $2,627-15.0% | $3,999-44.2% | $4,139-46.1% |
| Admin fee / account holder | $3,283 | $4,363-24.7% | $5,696-42.4% | $7,234-54.6% |