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 5-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 | $172,741 | $92,703+86.3% | $82,719+108.8% | $134,475+28.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.38% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $9,022 | $3,274+175.6% | $3,009+199.8% | $4,740+90.3% |
| Participant deferral / active EE | $11,165 | $4,802+132.5% | $4,395+154.0% | $6,400+74.5% |
| Admin fee / account holder | $8,320 | $5,983+39.1% | $5,329+56.1% | $11,426-27.2% |