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 | $187,731 | $54,350+245.4% | $82,719+127.0% | $68,494+174.1% |
| Participation rate | 84.9% | 63.9%+21.0pp | 72.6%+12.4pp | 67.9%+17.0pp |
| Annual return | -12.54% | -13.67%+1.1pp | 701.18%-713.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $6,064 | $2,218+173.4% | $3,009+101.5% | $2,596+133.6% |
| Participant deferral / active EE | $5,557 | $3,246+71.2% | $4,395+26.4% | $4,027+38.0% |
| Admin fee / account holder | $8,982 | $4,395+104.4% | $5,329+68.6% | $5,403+66.3% |