Filed October 29, 2025 (most recent of 2 filings on file)
Total covered: 2 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 | $84,793 | $146,267-42.0% | $197,124-57.0% | $82,448+2.8% |
| Participation rate | 98.3% | 84.0%+14.3pp | 86.7%+11.6pp | 68.1%+30.3pp |
| Annual return | 11.82% | 29.61%-17.8pp | 44.34%-32.5pp | 41.64%-29.8pp |
| Employer contribution / active EE | $6,844 | $4,723+44.9% | $6,227+9.9% | $2,551+168.3% |
| Participant deferral / active EE | $4,931 | $7,035-29.9% | $9,135-46.0% | $4,139+19.1% |
| Admin fee / account holder | $10,047 | $14,422-30.3% | $16,298-38.4% | $7,234+38.9% |