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 | $83,031 | $75,388+10.1% | $123,544-32.8% | $55,725+49.0% |
| Participation rate | 98.3% | 75.7%+22.7pp | 82.3%+16.1pp | 70.9%+27.5pp |
| Annual return | 21.32% | 4.48%+16.8pp | 119.20%-97.9pp | 244.93%-223.6pp |
| Employer contribution / active EE | $138 | $3,063-95.5% | $4,628-97.0% | $2,078-93.4% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |