Filed December 8, 2025 (most recent of 2 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.
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 | $62,315 | $109,817-43.3% | $98,442-36.7% | $167,490-62.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.67% | 1956.69%-1942.0pp | 1492.73%-1478.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,978 | $3,224-38.6% | $2,960-33.2% | $4,837-59.1% |
| Participant deferral / active EE | $5,250 | $4,673+12.3% | $4,276+22.8% | $6,341-17.2% |
| Admin fee / account holder | $1,419 | $6,753-79.0% | $5,949-76.1% | $12,309-88.5% |