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 | $76,545 | $209,832-63.5% | $189,513-59.6% | $167,490-54.3% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.8%+5.9pp | 82.1%+11.6pp |
| Annual return | 27.99% | 748.27%-720.3pp | 555.15%-527.2pp | 478.56%-450.6pp |
| Employer contribution / active EE | $3,115 | $6,914-55.0% | $6,162-49.5% | $4,837-35.6% |
| Participant deferral / active EE | $4,926 | $8,935-44.9% | $8,221-40.1% | $6,341-22.3% |
| Admin fee / account holder | $864 | $14,293-94.0% | $12,045-92.8% | $12,309-93.0% |