Filed January 28, 2026 (most recent of 2 filings on file)
Total covered: 3 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.
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 | $83,559 | $49,915+67.4% | $154,803-46.0% | $74,304+12.5% |
| Participation rate | 45.3% | 54.0%-8.6pp | 78.1%-32.7pp | 60.3%-15.0pp |
| Annual return | 13.14% | 34.06%-20.9pp | 58.88%-45.7pp | 29.43%-16.3pp |
| Employer contribution / active EE | $2,150 | $1,611+33.5% | $4,305-50.1% | $2,241-4.0% |
| Participant deferral / active EE | $1,893 | $2,255-16.0% | $5,540-65.8% | $3,767-49.7% |
| Admin fee / account holder | $1,706 | $2,189-22.1% | $14,329-88.1% | $2,969-42.5% |