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 | $92,913 | $148,978-37.6% | $200,582-53.7% | $84,808+9.6% |
| Participation rate | 98.4% | 84.2%+14.2pp | 86.9%+11.5pp | 68.3%+30.1pp |
| Annual return | 21.06% | 28.16%-7.1pp | 42.33%-21.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $3,913 | $4,815-18.7% | $6,419-39.0% | $2,631+48.7% |
| Participant deferral / active EE | $4,934 | $7,142-30.9% | $9,331-47.1% | $4,212+17.2% |
| Admin fee / account holder | $3,522 | $13,977-74.8% | $16,305-78.4% | $7,344-52.0% |