Filed August 27, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,219 | $123,793-11.0% | $177,821-38.0% | $79,858+38.0% |
| Participation rate | 95.0% | 84.7%+10.3pp | 87.7%+7.3pp | 69.6%+25.4pp |
| Annual return | -4.85% | 22.82%-27.7pp | 48.32%-53.2pp | 31.71%-36.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,981 | $7,243-58.8% | $12,427-76.0% | $5,306-43.8% |