Filed February 6, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,772 | $160,055-2.7% | $140,016+11.3% | $135,375+15.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.46% | 911.38%-918.8pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,063 | $6,420-36.7% | $5,606-27.5% | $4,779-15.0% |
| Participant deferral / active EE | $7,535 | $7,642-1.4% | $6,927+8.8% | $5,609+34.3% |
| Admin fee / account holder | $2,647 | $13,328-80.1% | $10,705-75.3% | $10,827-75.6% |