Filed May 4, 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 | $73,456 | $53,777+36.6% | $134,143-45.2% | $79,858-8.0% |
| Participation rate | 95.0% | 58.8%+36.2pp | 72.2%+22.8pp | 69.6%+25.4pp |
| Annual return | 13.56% | 19.01%-5.4pp | 36.33%-22.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,840 | $1,321+266.3% | $3,704+30.7% | $2,471+95.9% |
| Participant deferral / active EE | $5,243 | $2,420+116.6% | $3,499+49.9% | $3,740+40.2% |
| Admin fee / account holder | $14,136 | $3,984+254.8% | $6,684+111.5% | $5,306+166.4% |