Filed October 28, 2025
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,875 | $94,625-97.0% | $116,228-97.5% | $84,808-96.6% |
| Participation rate | 91.5% | 70.4%+21.0pp | 74.6%+16.9pp | 68.3%+23.2pp |
| Annual return | 944.55% | 20.40%+924.1pp | 90.06%+854.5pp | 40.90%+903.7pp |
| Employer contribution / active EE | $854 | $2,347-63.6% | $2,994-71.5% | $2,631-67.5% |
| Participant deferral / active EE | $1,486 | $3,972-62.6% | $4,953-70.0% | $4,212-64.7% |
| Admin fee / account holder | $248 | $10,091-97.5% | $11,989-97.9% | $7,344-96.6% |