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 | $53,516+8.4% | $126,539-54.2% | $84,808-31.6% |
| Participation rate | 48.9% | 58.2%-9.3pp | 69.8%-20.9pp | 68.3%-19.4pp |
| Annual return | 16.59% | 58.34%-41.8pp | 425.95%-409.4pp | 40.90%-24.3pp |
| Employer contribution / active EE | $935 | $1,535-39.1% | $3,674-74.5% | $2,631-64.4% |
| Participant deferral / active EE | $2,233 | $2,671-16.4% | $4,083-45.3% | $4,212-47.0% |
| Admin fee / account holder | $3,283 | $4,497-27.0% | $6,065-45.9% | $7,344-55.3% |