Filed April 29, 2026
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,824 | $88,324-7.4% | $115,037-28.9% | $55,191+48.3% |
| Participation rate | 98.0% | 72.5%+25.4pp | 81.4%+16.6pp | 69.2%+28.8pp |
| Annual return | 25.54% | 6.30%+19.2pp | 26.14%-0.6pp | 10.78%+14.8pp |
| Employer contribution / active EE | $186 | $2,805-93.4% | $4,608-96.0% | $1,899-90.2% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |