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 | $148,978-43.1% | $200,582-57.7% | $84,8080% |
| Participation rate | 98.3% | 84.2%+14.1pp | 86.9%+11.4pp | 68.3%+30.0pp |
| Annual return | 11.82% | 28.16%-16.3pp | 42.33%-30.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $6,844 | $4,815+42.1% | $6,419+6.6% | $2,631+160.1% |
| Participant deferral / active EE | $4,931 | $7,142-31.0% | $9,331-47.2% | $4,212+17.1% |
| Admin fee / account holder | $10,047 | $13,977-28.1% | $16,305-38.4% | $7,344+36.8% |