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 | $93,494 | $53,777+73.9% | $134,143-30.3% | $79,858+17.1% |
| Participation rate | 84.5% | 58.8%+25.7pp | 72.2%+12.3pp | 69.6%+14.9pp |
| Annual return | 16.32% | 19.01%-2.7pp | 36.33%-20.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,028 | $1,321-22.2% | $3,704-72.3% | $2,471-58.4% |
| Participant deferral / active EE | $3,226 | $2,420+33.3% | $3,499-7.8% | $3,740-13.7% |
| Admin fee / account holder | $12,681 | $3,984+218.3% | $6,684+89.7% | $5,306+139.0% |