Filed July 15, 2025 (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 | $230,146 | $90,600+154.0% | $79,464+189.6% | $135,375+70.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.59% | 977.43%-981.0pp | 718.14%-721.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $9,984 | $3,068+225.4% | $2,800+256.5% | $4,779+108.9% |
| Participant deferral / active EE | $12,853 | $4,050+217.3% | $3,704+247.0% | $5,609+129.2% |
| Admin fee / account holder | $1,779 | $5,907-69.9% | $5,113-65.2% | $10,827-83.6% |