Filed August 27, 2026 (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 3-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,807 | $130,194-92.5% | $169,993-94.2% | $71,457-86.3% |
| Participation rate | 90.3% | 86.1%+4.1pp | 87.0%+3.3pp | 67.9%+22.4pp |
| Annual return | 56.57% | 20.37%+36.2pp | 53.37%+3.2pp | 28.85%+27.7pp |
| Employer contribution / active EE | $2,778 | $4,381-36.6% | $6,785-59.1% | $2,588+7.3% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |