Filed February 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,317 | $79,171-50.3% | $102,423-61.6% | $74,495-47.2% |
| Participation rate | 75.4% | 74.8%+0.6pp | 76.5%-1.1pp | 67.2%+8.2pp |
| Annual return | 10.65% | 54.93%-44.3pp | 29.32%-18.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,872 | $2,362-20.8% | $3,023-38.1% | $2,623-28.6% |
| Participant deferral / active EE | $3,529 | $4,415-20.1% | $5,053-30.2% | $4,346-18.8% |
| Admin fee / account holder | $7,086 | $2,001+254.2% | $9,451-25.0% | $1,942+264.9% |