Filed January 6, 2026 (most recent of 4 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 | $81,493 | $110,094-26.0% | $151,611-46.2% | $68,494+19.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.67% | -10.12%-5.5pp | 3.33%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,687 | $4,471+4.8% | $6,166-24.0% | $2,596+80.5% |
| Participant deferral / active EE | $3,220 | $6,527-50.7% | $8,363-61.5% | $4,027-20.0% |
| Admin fee / account holder | $1,893 | $7,719-75.5% | $11,616-83.7% | $5,403-65.0% |