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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,032 | $110,094-45.5% | $151,611-60.4% | $68,494-12.4% |
| Participation rate | 98.0% | 84.0%+14.0pp | 87.5%+10.5pp | 67.9%+30.1pp |
| Annual return | -18.84% | -10.12%-8.7pp | 3.33%-22.2pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,504 | $4,471-44.0% | $6,166-59.4% | $2,596-3.5% |
| Participant deferral / active EE | $3,957 | $6,527-39.4% | $8,363-52.7% | $4,027-1.7% |
| Admin fee / account holder | $8,562 | $7,719+10.9% | $11,616-26.3% | $5,403+58.5% |