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 | $88,360-93.7% | $145,433-96.2% | $67,986-91.8% |
| Participation rate | 70.7% | 65.5%+5.2pp | 82.1%-11.4pp | 57.2%+13.5pp |
| Annual return | 14.46% | 63.15%-48.7pp | 66.58%-52.1pp | 31.67%-17.2pp |
| Employer contribution / active EE | $173 | $3,054-94.3% | $4,554-96.2% | $2,019-91.4% |
| Participant deferral / active EE | $910 | $5,932-84.7% | $7,897-88.5% | $3,358-72.9% |
| Admin fee / account holder | $404 | $3,313-87.8% | $13,129-96.9% | $3,203-87.4% |