Filed September 18, 2025
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 5-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,111 | $101,317-40.7% | $146,958-59.1% | $74,495-19.3% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.2%+13.1pp | 67.2%+28.1pp |
| Annual return | 27.49% | 8730.91%-8703.4pp | 418.34%-390.8pp | 1364.94%-1337.4pp |
| Employer contribution / active EE | $10,968 | $3,810+187.9% | $4,933+122.3% | $2,623+318.2% |
| Participant deferral / active EE | $13,295 | $7,303+82.0% | $8,070+64.7% | $4,346+205.9% |
| Admin fee / account holder | $3,863 | $1,739+122.2% | $12,998-70.3% | $1,942+99.0% |