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 | $67,439 | $58,694+14.9% | $142,863-52.8% | $85,850-21.4% |
| Participation rate | 82.3% | 58.5%+23.8pp | 71.9%+10.3pp | 69.3%+13.0pp |
| Annual return | 14.77% | 27.72%-12.9pp | 5637.54%-5622.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $928 | $1,423-34.8% | $4,144-77.6% | $2,565-63.8% |
| Participant deferral / active EE | $2,784 | $2,607+6.8% | $3,837-27.4% | $3,952-29.6% |
| Admin fee / account holder | $36,610 | $4,239+763.6% | $6,560+458.0% | $6,260+484.8% |