Filed May 4, 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 | $74,241 | $48,570+52.9% | $130,648-43.2% | $72,985+1.7% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 17.34% | 38.63%-21.3pp | 1708.96%-1691.6pp | 81.00%-63.7pp |
| Employer contribution / active EE | $4,196 | $1,334+214.5% | $4,092+2.5% | $2,440+72.0% |
| Participant deferral / active EE | $4,736 | $2,384+98.7% | $3,603+31.5% | $3,607+31.3% |
| Admin fee / account holder | $10,382 | $3,549+192.5% | $5,464+90.0% | $5,124+102.6% |