Filed December 2, 2025 (most recent of 3 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,137 | $101,763-7.5% | $164,866-42.9% | $80,874+16.4% |
| Participation rate | 61.4% | 71.8%-10.4pp | 78.6%-17.2pp | 67.6%-6.2pp |
| Annual return | 10.57% | 16.73%-6.2pp | 69.97%-59.4pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,629 | $2,954-44.9% | $4,343-62.5% | $2,756-40.9% |
| Participant deferral / active EE | $3,455 | $4,477-22.8% | $6,033-42.7% | $4,297-19.6% |
| Admin fee / account holder | $34,548 | $8,228+319.9% | $12,689+172.3% | $6,935+398.2% |