Filed July 22, 2026
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,551 | $100,923-94.5% | $150,045-96.3% | $74,304-92.5% |
| Participation rate | 70.7% | 70.1%+0.6pp | 82.3%-11.6pp | 60.3%+10.3pp |
| Annual return | 14.46% | 51.77%-37.3pp | 62.55%-48.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $173 | $3,463-95.0% | $4,693-96.3% | $2,241-92.3% |
| Participant deferral / active EE | $910 | $6,709-86.4% | $7,997-88.6% | $3,767-75.8% |
| Admin fee / account holder | $404 | $2,767-85.4% | $13,435-97.0% | $2,969-86.4% |