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 | $97,248 | $232,540-58.2% | $185,117-47.5% | $147,584-34.1% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 10.53% | 43.03%-32.5pp | 40.50%-30.0pp | 578.55%-568.0pp |
| Employer contribution / active EE | $3,414 | $5,195-34.3% | $4,182-18.3% | $4,876-30.0% |
| Participant deferral / active EE | $6,039 | $5,834+3.5% | $5,045+19.7% | $5,439+11.0% |
| Admin fee / account holder | $4,658 | $10,275-54.7% | $8,159-42.9% | $10,885-57.2% |