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 | $22,236 | $94,529-76.5% | $140,016-84.1% | $64,186-65.4% |
| Participation rate | 85.2% | 84.1%+1.1pp | 87.5%-2.3pp | 69.6%+15.6pp |
| Annual return | -5.81% | 7.77%-13.6pp | 651.12%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $918 | $3,812-75.9% | $5,606-83.6% | $2,381-61.4% |
| Participant deferral / active EE | $900 | $5,250-82.9% | $6,927-87.0% | $3,470-74.1% |
| Admin fee / account holder | $2,067 | $6,741-69.3% | $10,705-80.7% | $4,888-57.7% |