Filed June 25, 2026 (most recent of 5 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 4-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,351 | $110,094-64.3% | $151,611-74.0% | $68,494-42.5% |
| Participation rate | 81.0% | 84.0%-2.9pp | 87.5%-6.5pp | 67.9%+13.1pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.33%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,249 | $4,471-72.1% | $6,166-79.7% | $2,596-51.9% |
| Participant deferral / active EE | $1,913 | $6,527-70.7% | $8,363-77.1% | $4,027-52.5% |
| Admin fee / account holder | $1,919 | $7,719-75.1% | $11,616-83.5% | $5,403-64.5% |