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 | $46,441 | $93,571-50.4% | $135,903-65.8% | $75,163-38.2% |
| Participation rate | 50.5% | 75.2%-24.7pp | 81.9%-31.4pp | 67.2%-16.7pp |
| Annual return | 20.51% | 30.90%-10.4pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,291 | $3,537-63.5% | $4,856-73.4% | $2,670-51.6% |
| Participant deferral / active EE | $2,296 | $6,404-64.2% | $7,758-70.4% | $4,125-44.3% |
| Admin fee / account holder | $2,363 | $6,975-66.1% | $10,762-78.0% | $5,651-58.2% |