Filed July 9, 2026 (most recent of 8 filings on file)
Total covered: 2 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 7-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,915 | $45,152-0.5% | $73,843-39.2% | $59,632-24.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.72% | 27.40%-26.7pp | 2267.84%-2267.1pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,523 | $2,574+153.5% | $3,583+82.1% | $3,192+104.4% |
| Admin fee / account holder | $57 | $3,516-98.4% | $4,880-98.8% | $4,297-98.7% |