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 | $28,780 | $109,359-73.7% | $162,163-82.3% | $72,985-60.6% |
| Participation rate | 74.4% | 84.3%-9.9pp | 87.6%-13.2pp | 69.5%+4.9pp |
| Annual return | 19.27% | 25.46%-6.2pp | 115.59%-96.3pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,098 | $3,907-71.9% | $5,614-80.4% | $2,440-55.0% |
| Participant deferral / active EE | $1,272 | $5,481-76.8% | $7,298-82.6% | $3,607-64.8% |
| Admin fee / account holder | $1,909 | $7,972-76.1% | $10,843-82.4% | $5,124-62.7% |