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 | $64,167 | $100,041-35.9% | $149,718-57.1% | $70,131-8.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 9.80% | 27.43%-17.6pp | 1501.63%-1491.8pp | 73.14%-63.3pp |
| Employer contribution / active EE | $3,799 | $3,662+3.7% | $5,445-30.2% | $2,342+62.2% |
| Participant deferral / active EE | $3,158 | $4,983-36.6% | $6,569-51.9% | $3,332-5.2% |
| Admin fee / account holder | $4,622 | $8,286-44.2% | $11,283-59.0% | $4,645-0.5% |