Filed September 9, 2025
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 9-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,768 | $65,061-40.4% | $143,757-73.0% | $66,914-42.1% |
| Participation rate | 74.3% | 65.2%+9.1pp | 80.3%-6.0pp | 69.8%+4.5pp |
| Annual return | -7.09% | -11.14%+4.0pp | -0.04%-7.0pp | 1.58%-8.7pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,300 | $2,919+47.3% | $5,637-23.7% | $4,237+1.5% |
| Admin fee / account holder | $20 | $502-96.0% | $14,673-99.9% | $593-96.6% |