Filed June 4, 2026 (most recent of 2 filings on file)
Total covered: 4 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,473 | $51,736+121.3% | $120,225-4.8% | $67,986+68.4% |
| Participation rate | 27.7% | 46.1%-18.4pp | 69.6%-41.9pp | 57.2%-29.5pp |
| Annual return | 15.97% | 31.98%-16.0pp | 439.23%-423.3pp | 31.67%-15.7pp |
| Employer contribution / active EE | $597 | $1,071-44.3% | $3,475-82.8% | $2,019-70.4% |
| Participant deferral / active EE | $1,788 | $2,206-18.9% | $3,999-55.3% | $3,358-46.8% |
| Admin fee / account holder | $9,758 | $4,159+134.6% | $5,696+71.3% | $3,203+204.7% |