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 | $89,055 | $201,272-55.8% | $184,203-51.7% | $145,922-39.0% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 29.87% | 29.00%+0.9pp | 28.81%+1.1pp | 561.29%-531.4pp |
| Employer contribution / active EE | $5,291 | $7,022-24.7% | $6,427-17.7% | $4,660+13.5% |
| Participant deferral / active EE | $5,852 | $9,806-40.3% | $9,131-35.9% | $6,688-12.5% |
| Admin fee / account holder | $8,643 | $16,364-47.2% | $13,901-37.8% | $13,397-35.5% |