Filed November 18, 2025 (most recent of 3 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,444 | $54,350+73.8% | $82,719+14.2% | $68,494+37.9% |
| Participation rate | 59.6% | 63.9%-4.3pp | 72.6%-12.9pp | 67.9%-8.3pp |
| Annual return | -16.41% | -13.67%-2.7pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,379 | $3,246+65.7% | $4,395+22.4% | $4,027+33.6% |
| Admin fee / account holder | $44,142 | $4,395+904.3% | $5,329+728.3% | $5,403+717.0% |