Filed May 7, 2026 (most recent of 3 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.
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 | $89,991 | $102,966-12.6% | $90,281-0.3% | $152,861-41.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.41% | 95.16%-76.8pp | 78.10%-59.7pp | 345.32%-326.9pp |
| Employer contribution / active EE | $12,128 | $3,139+286.4% | $2,854+324.9% | $4,762+154.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $5,109 | $6,171-17.2% | $5,351-4.5% | $11,596-55.9% |