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 | $70,597 | $185,822-62.0% | $169,993-58.5% | $139,434-49.4% |
| Participation rate | 95.5% | 87.8%+7.7pp | 87.0%+8.5pp | 80.3%+15.1pp |
| Annual return | 25.73% | 60.50%-34.8pp | 53.37%-27.6pp | 372.94%-347.2pp |
| Employer contribution / active EE | $5,172 | $7,590-31.9% | $6,785-23.8% | $4,751+8.9% |
| Participant deferral / active EE | $5,911 | $11,622-49.1% | $10,408-43.2% | $6,710-11.9% |
| Admin fee / account holder | $2,389 | $15,381-84.5% | $12,815-81.4% | $11,403-79.1% |