Filed April 10, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,834 | $137,414-27.3% | $189,513-47.3% | $85,850+16.3% |
| Participation rate | 92.6% | 84.6%+8.0pp | 87.8%+4.8pp | 69.3%+23.3pp |
| Annual return | 37.16% | 38.14%-1.0pp | 555.15%-518.0pp | 318.53%-281.4pp |
| Employer contribution / active EE | $900 | $4,344-79.3% | $6,162-85.4% | $2,565-64.9% |
| Participant deferral / active EE | $2,547 | $6,260-59.3% | $8,221-69.0% | $3,952-35.6% |
| Admin fee / account holder | $30,938 | $8,630+258.5% | $12,045+156.9% | $6,260+394.2% |