Filed July 29, 2025 (most recent of 3 filings on file)
Total covered: 11 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 | $50,319 | $48,570+3.6% | $130,648-61.5% | $72,985-31.1% |
| Participation rate | 88.3% | 58.6%+29.8pp | 71.7%+16.6pp | 69.5%+18.8pp |
| Annual return | 21.66% | 38.63%-17.0pp | 1708.96%-1687.3pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,063 | $2,384+70.4% | $3,603+12.8% | $3,607+12.6% |
| Admin fee / account holder | $8,035 | $3,549+126.4% | $5,464+47.0% | $5,124+56.8% |