Filed July 24, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,985 | $100,041-75.0% | $149,718-83.3% | $70,131-64.4% |
| Participation rate | 77.9% | 83.6%-5.7pp | 87.1%-9.2pp | 69.5%+8.4pp |
| Annual return | 15.39% | 27.43%-12.0pp | 1501.63%-1486.2pp | 73.14%-57.8pp |
| Employer contribution / active EE | $869 | $3,662-76.3% | $5,445-84.0% | $2,342-62.9% |
| Participant deferral / active EE | $787 | $4,983-84.2% | $6,569-88.0% | $3,332-76.4% |
| Admin fee / account holder | $342 | $8,286-95.9% | $11,283-97.0% | $4,645-92.6% |