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.
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 | $101,974 | $137,414-25.8% | $189,513-46.2% | $85,850+18.8% |
| Participation rate | 98.7% | 84.6%+14.1pp | 87.8%+10.9pp | 69.3%+29.4pp |
| Annual return | 9.57% | 38.14%-28.6pp | 555.15%-545.6pp | 318.53%-309.0pp |
| Employer contribution / active EE | $6,028 | $4,344+38.8% | $6,162-2.2% | $2,565+135.0% |
| Participant deferral / active EE | $3,994 | $6,260-36.2% | $8,221-51.4% | $3,952+1.1% |
| Admin fee / account holder | $15,983 | $8,630+85.2% | $12,045+32.7% | $6,260+155.3% |