Filed August 5, 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 | $105,221 | $67,331+56.3% | $60,874+72.8% | $134,475-21.8% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.1%+11.9pp | 81.2%+3.8pp |
| Annual return | -14.90% | 49.93%-64.8pp | 16.90%-31.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $6,902 | $3,096+122.9% | $2,701+155.5% | $4,740+45.6% |
| Participant deferral / active EE | $10,677 | $4,538+135.2% | $3,817+179.7% | $6,400+66.8% |
| Admin fee / account holder | $3,850 | $4,582-16.0% | $3,224+19.4% | $11,426-66.3% |