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 | $53,053+115.8% | $126,539-9.5% | $74,304+54.1% |
| Participation rate | 27.7% | 48.0%-20.3pp | 69.8%-42.1pp | 60.3%-32.6pp |
| Annual return | 15.97% | 29.46%-13.5pp | 425.95%-410.0pp | 29.43%-13.5pp |
| Employer contribution / active EE | $597 | $1,168-48.9% | $3,674-83.8% | $2,241-73.4% |
| Participant deferral / active EE | $1,788 | $2,303-22.4% | $4,083-56.2% | $3,767-52.5% |
| Admin fee / account holder | $9,758 | $3,698+163.9% | $6,065+60.9% | $2,969+228.7% |