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 | $53,867 | $58,208-7.5% | $81,812-34.2% | $80,856-33.4% |
| Participation rate | 81.3% | 63.4%+17.9pp | 72.3%+9.0pp | 67.6%+13.7pp |
| Annual return | 29.37% | 41.66%-12.3pp | 773.79%-744.4pp | 35.59%-6.2pp |
| Employer contribution / active EE | $6,093 | $2,340+160.4% | $2,912+109.2% | $2,755+121.2% |
| Participant deferral / active EE | $9,212 | $3,281+180.8% | $4,319+113.3% | $4,296+114.4% |
| Admin fee / account holder | $2,582 | $4,981-48.2% | $7,386-65.0% | $6,918-62.7% |