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 | $100,255 | $148,978-32.7% | $200,582-50.0% | $84,808+18.2% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 14.29% | 28.16%-13.9pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,540 | $4,815-5.7% | $6,419-29.3% | $2,631+72.6% |
| Participant deferral / active EE | $6,278 | $7,142-12.1% | $9,331-32.7% | $4,212+49.1% |
| Admin fee / account holder | $11,686 | $13,977-16.4% | $16,305-28.3% | $7,344+59.1% |