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.
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 | $109,063 | $69,977+55.9% | $108,579+0.4% | $62,891+73.4% |
| Participation rate | 72.9% | 72.9%0pp | 79.6%-6.7pp | 69.3%+3.6pp |
| Annual return | 6.36% | 10.73%-4.4pp | -51.70%+58.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,695 | $2,135-20.6% | $3,758-54.9% | $2,281-25.7% |
| Participant deferral / active EE | $3,371 | $3,165+6.5% | $4,311-21.8% | $3,203+5.2% |
| Admin fee / account holder | $3,427 | $5,076-32.5% | $7,645-55.2% | $4,296-20.2% |