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.
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 | $56,777 | $102,317-44.5% | $146,958-61.4% | $80,856-29.8% |
| Participation rate | 49.5% | 75.8%-26.4pp | 82.2%-32.7pp | 67.6%-18.2pp |
| Annual return | 15.29% | 134.76%-119.5pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,662 | $3,713-55.2% | $4,933-66.3% | $2,755-39.7% |
| Participant deferral / active EE | $2,980 | $6,644-55.1% | $8,070-63.1% | $4,296-30.6% |
| Admin fee / account holder | $814 | $7,941-89.8% | $12,998-93.7% | $6,918-88.2% |