Filed January 21, 2026 (most recent of 2 filings on file)
Total covered: 28 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 | $83,215 | $102,553-18.9% | $151,611-45.1% | $66,914+24.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -17.85% | -10.82%-7.0pp | 3.33%-21.2pp | 1.58%-19.4pp |
| Employer contribution / active EE | $5,018 | $4,180+20.0% | $6,166-18.6% | $2,544+97.2% |
| Participant deferral / active EE | $6,288 | $6,641-5.3% | $8,363-24.8% | $4,237+48.4% |
| Admin fee / account holder | $7,547 | $630+1098.3% | $11,616-35.0% | $593+1172.1% |