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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,932 | $53,516-14.2% | $126,539-63.7% | $84,808-45.8% |
| Participation rate | 82.1% | 58.2%+23.9pp | 69.8%+12.3pp | 68.3%+13.8pp |
| Annual return | 13.21% | 58.34%-45.1pp | 425.95%-412.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,288 | $1,535-16.1% | $3,674-64.9% | $2,631-51.0% |
| Participant deferral / active EE | $4,833 | $2,671+81.0% | $4,083+18.4% | $4,212+14.8% |
| Admin fee / account holder | $8,415 | $4,497+87.2% | $6,065+38.8% | $7,344+14.6% |