Filed January 27, 2026 (most recent of 3 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.)
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 | $122,371 | $55,449+120.7% | $83,848+45.9% | $56,287+117.4% |
| Participation rate | 99.1% | 68.0%+31.0pp | 76.1%+22.9pp | 69.9%+29.2pp |
| Annual return | -0.21% | -1.38%+1.2pp | 850.88%-851.1pp | -9.96%+9.8pp |
| Employer contribution / active EE | $7,071 | $2,430+190.9% | $3,631+94.8% | $2,111+235.0% |
| Participant deferral / active EE | $4,775 | $2,935+62.7% | $4,082+17.0% | $3,350+42.6% |
| Admin fee / account holder | $4,897 | $656+646.5% | $5,478-10.6% | $521+840.0% |