Filed April 30, 2026 (most recent of 3 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 | $72,597 | $137,414-47.2% | $189,513-61.7% | $85,850-15.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.65% | 38.14%-24.5pp | 555.15%-541.5pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,845 | $4,344-34.5% | $6,162-53.8% | $2,565+10.9% |
| Participant deferral / active EE | $4,593 | $6,260-26.6% | $8,221-44.1% | $3,952+16.2% |
| Admin fee / account holder | $3,710 | $8,630-57.0% | $12,045-69.2% | $6,260-40.7% |