Filed September 2, 2026 (most recent of 3 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,557 | $80,753-64.6% | $136,294-79.0% | $62,292-54.2% |
| Participation rate | 65.0% | 73.5%-8.5pp | 81.9%-16.9pp | 69.5%-4.5pp |
| Annual return | 21.08% | 35.83%-14.7pp | 5155.94%-5134.9pp | 28.90%-7.8pp |
| Employer contribution / active EE | $1,004 | $2,884-65.2% | $4,695-78.6% | $2,042-50.8% |
| Participant deferral / active EE | $1,899 | $5,164-63.2% | $6,247-69.6% | $3,169-40.1% |
| Admin fee / account holder | $684 | $525+30.1% | $9,243-92.6% | $479+42.6% |