Filed March 17, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,921 | $58,927+190.1% | $76,817+122.5% | $72,985+134.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 1.27% | 2305.64%-2304.4pp | 1166.11%-1164.8pp | 81.00%-79.7pp |
| Employer contribution / active EE | $3,957 | $1,787+121.5% | $2,302+71.9% | $2,440+62.2% |
| Participant deferral / active EE | $4,730 | $2,690+75.8% | $3,336+41.8% | $3,607+31.1% |
| Admin fee / account holder | $35,229 | $4,013+777.9% | $6,420+448.8% | $5,124+587.5% |