Filed January 6, 2026 (most recent of 3 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.
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 | $32,055 | $43,723-26.7% | $121,196-73.6% | $64,186-50.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 10.68% | 68.91%-58.2pp | 16.93%-6.3pp | 7.63%+3.0pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,561 | $2,280+187.8% | $3,344+96.2% | $3,470+89.1% |
| Admin fee / account holder | $2,251 | $3,501-35.7% | $5,019-55.2% | $4,888-54.0% |