Filed June 12, 2026 (most recent of 2 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 | $85,698 | $183,963-53.4% | $162,163-47.2% | $152,861-43.9% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 22.82% | 150.76%-127.9pp | 115.59%-92.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,941 | $6,371-69.5% | $5,614-65.4% | $4,762-59.2% |
| Participant deferral / active EE | $4,134 | $8,034-48.5% | $7,298-43.4% | $5,850-29.3% |
| Admin fee / account holder | $848 | $13,121-93.5% | $10,843-92.2% | $11,596-92.7% |