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 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,173 | $65,409+102.1% | $98,442+34.3% | $85,850+54.0% |
| Participation rate | 96.8% | 65.0%+31.8pp | 73.3%+23.4pp | 69.3%+27.5pp |
| Annual return | 103.42% | 21.76%+81.7pp | 1492.73%-1389.3pp | 318.53%-215.1pp |
| Employer contribution / active EE | $6,749 | $2,168+211.4% | $2,960+128.0% | $2,565+163.1% |
| Participant deferral / active EE | $2,592 | $3,166-18.1% | $4,276-39.4% | $3,952-34.4% |
| Admin fee / account holder | $2,224 | $4,593-51.6% | $5,949-62.6% | $6,260-64.5% |