Filed August 6, 2026 (most recent of 8 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,935 | $100,041-8.1% | $149,718-38.6% | $70,131+31.1% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 12.84% | 27.43%-14.6pp | 1501.63%-1488.8pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,418 | $3,662-34.0% | $5,445-55.6% | $2,342+3.2% |
| Participant deferral / active EE | $4,599 | $4,983-7.7% | $6,569-30.0% | $3,332+38.0% |
| Admin fee / account holder | $4,826 | $8,286-41.8% | $11,283-57.2% | $4,645+3.9% |