Filed February 2, 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 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,521 | $146,267-57.3% | $197,124-68.3% | $82,448-24.2% |
| Participation rate | 70.8% | 84.0%-13.2pp | 86.7%-15.9pp | 68.1%+2.7pp |
| Annual return | 15.05% | 29.61%-14.6pp | 44.34%-29.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,045 | $4,723-35.5% | $6,227-51.1% | $2,551+19.4% |
| Participant deferral / active EE | $4,366 | $7,035-37.9% | $9,135-52.2% | $4,139+5.5% |
| Admin fee / account holder | $4,490 | $14,422-68.9% | $16,298-72.5% | $7,234-37.9% |