Filed March 10, 2026 (most recent of 2 filings on file)
Total covered: 42 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,963 | $208,526-20.9% | $96,683+70.6% | - |
| Participation rate | 38.2% | 66.0%-27.8pp | 74.3%-36.2pp | - |
| Annual return | 12.18% | 18.23%-6.1pp | 35.69%-23.5pp | - |
| Employer contribution / active EE | $79 | $2,182-96.4% | $3,737-97.9% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,878-100.0% | - |
| Admin fee / account holder | $8 | $13,060-99.9% | $6,730-99.9% | - |