Filed August 14, 2026 (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 | $73,853 | $197,825-62.7% | $155,790-52.6% | $125,391-41.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 76.1%+11.4pp | 83.2%+4.3pp |
| Annual return | -3.53% | 86.74%-90.3pp | 71.54%-75.1pp | 282.22%-285.8pp |
| Employer contribution / active EE | $3,391 | $4,847-30.0% | $3,836-11.6% | $4,866-30.3% |
| Participant deferral / active EE | $8,841 | $5,630+57.0% | $4,797+84.3% | $5,352+65.2% |
| Admin fee / account holder | $6,322 | $9,545-33.8% | $7,478-15.5% | $9,540-33.7% |