Filed August 25, 2026 (most recent of 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,122 | $54,350+100.8% | $82,719+31.9% | $68,494+59.3% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | -18.65% | -13.67%-5.0pp | 701.18%-719.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $5,400 | $2,218+143.4% | $3,009+79.5% | $2,596+108.0% |
| Participant deferral / active EE | $9,558 | $3,246+194.4% | $4,395+117.5% | $4,027+137.3% |
| Admin fee / account holder | $48,871 | $4,395+1011.9% | $5,329+817.1% | $5,403+804.6% |