Filed September 23, 2026
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 | $27,796 | $60,989-54.4% | $60,874-54.3% | $66,914-58.5% |
| Participation rate | 93.1% | 74.5%+18.7pp | 73.1%+20.0pp | 69.8%+23.3pp |
| Annual return | -18.37% | -9.60%-8.8pp | 16.90%-35.3pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,858 | $2,661+7.4% | $2,701+5.8% | $2,544+12.3% |
| Participant deferral / active EE | $5,378 | $3,615+48.8% | $3,817+40.9% | $4,237+26.9% |
| Admin fee / account holder | $1,184 | $338+249.8% | $3,224-63.3% | $593+99.6% |