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 | $148,978-58.0% | $200,582-68.8% | $84,808-26.3% |
| Participation rate | 70.8% | 84.2%-13.4pp | 86.9%-16.1pp | 68.3%+2.5pp |
| Annual return | 15.05% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,045 | $4,815-36.8% | $6,419-52.6% | $2,631+15.8% |
| Participant deferral / active EE | $4,366 | $7,142-38.9% | $9,331-53.2% | $4,212+3.7% |
| Admin fee / account holder | $4,490 | $13,977-67.9% | $16,305-72.5% | $7,344-38.9% |