Filed December 22, 2025 (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 4-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 | $34,933 | $57,281-39.0% | $86,612-59.7% | $75,163-53.5% |
| Participation rate | 88.1% | 63.2%+24.9pp | 71.7%+16.4pp | 67.2%+20.9pp |
| Annual return | 76.24% | 2670.75%-2594.5pp | 591.07%-514.8pp | 160.62%-84.4pp |
| Employer contribution / active EE | $5,446 | $2,314+135.3% | $3,022+80.2% | $2,670+104.0% |
| Participant deferral / active EE | $8,431 | $3,318+154.1% | $4,438+90.0% | $4,125+104.4% |
| Admin fee / account holder | $1,144 | $4,112-72.2% | $5,614-79.6% | $5,651-79.8% |