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 | $41,290 | $49,173-16.0% | $121,098-65.9% | $75,163-45.1% |
| Participation rate | 90.0% | 55.4%+34.6pp | 69.5%+20.5pp | 67.2%+22.8pp |
| Annual return | 14.92% | 55.99%-41.1pp | 985.75%-970.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,206 | $1,546-22.0% | $4,164-71.0% | $2,670-54.8% |
| Participant deferral / active EE | $4,796 | $2,628+82.5% | $4,080+17.6% | $4,125+16.3% |
| Admin fee / account holder | $2,202 | $3,942-44.1% | $5,644-61.0% | $5,651-61.0% |