Filed February 9, 2026
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,472 | $44,873-45.5% | $79,464-69.2% | $56,287-56.5% |
| Participation rate | 38.5% | 68.7%-30.2pp | 73.3%-34.8pp | 69.9%-31.3pp |
| Annual return | -3.29% | 0.81%-4.1pp | 718.14%-721.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,361 | $2,746-50.4% | $3,704-63.2% | $3,350-59.4% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |