Filed July 7, 2026 (most recent of 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,710 | $69,207-68.6% | $64,056-66.1% | $139,434-84.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -17.35% | 45.88%-63.2pp | 33.69%-51.0pp | 372.94%-390.3pp |
| Employer contribution / active EE | $1,363 | $3,182-57.2% | $2,747-50.4% | $4,751-71.3% |
| Participant deferral / active EE | $1,659 | $4,682-64.6% | $3,880-57.3% | $6,710-75.3% |
| Admin fee / account holder | $7,635 | $4,244+79.9% | $3,068+148.8% | $11,403-33.0% |