Filed May 11, 2026 (most recent of 3 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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,596 | $94,529-71.9% | $140,016-81.0% | $64,186-58.6% |
| Participation rate | 95.6% | 84.1%+11.5pp | 87.5%+8.1pp | 69.6%+26.0pp |
| Annual return | 1.03% | 7.77%-6.7pp | 651.12%-650.1pp | 7.63%-6.6pp |
| Employer contribution / active EE | $988 | $3,812-74.1% | $5,606-82.4% | $2,381-58.5% |
| Participant deferral / active EE | $2,315 | $5,250-55.9% | $6,927-66.6% | $3,470-33.3% |
| Admin fee / account holder | $14,726 | $6,741+118.5% | $10,705+37.6% | $4,888+201.3% |