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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,170 | $167,484-67.1% | $151,611-63.6% | $134,475-59.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.37% | 7.80%-31.2pp | 3.33%-26.7pp | 417.96%-441.3pp |
| Employer contribution / active EE | $6,463 | $6,829-5.4% | $6,166+4.8% | $4,740+36.4% |
| Participant deferral / active EE | $6,171 | $8,986-31.3% | $8,363-26.2% | $6,400-3.6% |
| Admin fee / account holder | $983 | $13,783-92.9% | $11,616-91.5% | $11,426-91.4% |