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 | $33,540 | $46,674-28.1% | $117,472-71.4% | $68,494-51.0% |
| Participation rate | 87.8% | 56.8%+31.1pp | 70.6%+17.3pp | 67.9%+19.9pp |
| Annual return | -14.68% | -14.52%-0.2pp | 29.74%-44.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,017 | $1,505-32.4% | $4,176-75.6% | $2,596-60.8% |
| Participant deferral / active EE | $3,510 | $2,636+33.2% | $4,070-13.8% | $4,027-12.8% |
| Admin fee / account holder | $8,238 | $4,020+104.9% | $5,645+45.9% | $5,403+52.5% |