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 | $63,968 | $96,635-33.8% | $86,612-26.1% | $139,434-54.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.46% | 106.41%-90.0pp | 591.07%-574.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,434 | $3,263+5.2% | $3,022+13.6% | $4,751-27.7% |
| Participant deferral / active EE | $7,524 | $4,836+55.6% | $4,438+69.6% | $6,710+12.1% |
| Admin fee / account holder | $6,356 | $6,408-0.8% | $5,614+13.2% | $11,403-44.3% |