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.
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 | $75,302 | $215,361-65.0% | $171,082-56.0% | $273,961-72.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 5.10% | 25.14%-20.0pp | 32.56%-27.5pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,985 | $4,967-39.9% | $4,002-25.4% | $4,869-38.7% |
| Participant deferral / active EE | $5,329 | $5,543-3.9% | $4,797+11.1% | $5,287+0.8% |
| Admin fee / account holder | $2,012 | $10,846-81.4% | $8,520-76.4% | $10,132-80.1% |