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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $115,910 | $123,793-6.4% | $177,821-34.8% | $79,858+45.1% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | 6.87% | 22.82%-16.0pp | 48.32%-41.5pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,151 | $4,095-71.9% | $5,918-80.6% | $2,471-53.4% |
| Participant deferral / active EE | $3,399 | $5,956-42.9% | $7,714-55.9% | $3,740-9.1% |
| Admin fee / account holder | $2,122 | $7,243-70.7% | $12,427-82.9% | $5,306-60.0% |