Filed November 13, 2025 (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 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.
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 reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,850 | $122,239+38.1% | $184,203-8.3% | $74,495+126.7% |
| Participation rate | 75.4% | 85.5%-10.1pp | 86.8%-11.4pp | 67.2%+8.2pp |
| Annual return | 11.90% | 19.95%-8.0pp | 28.81%-16.9pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $484 | $4,537-89.3% | $6,427-92.5% | $2,623-81.5% |
| Participant deferral / active EE | $4,889 | $7,139-31.5% | $9,131-46.5% | $4,346+12.5% |
| Admin fee / account holder | $454 | $1,260-63.9% | $13,901-96.7% | $1,942-76.6% |