Filed September 29, 2026 (most recent of 2 filings on file)
Total covered: 4 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 | $196,647 | $102,966+91.0% | $90,281+117.8% | $152,861+28.6% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 26.14% | 95.16%-69.0pp | 78.10%-52.0pp | 345.32%-319.2pp |
| Employer contribution / active EE | $12,999 | $3,139+314.2% | $2,854+355.4% | $4,762+173.0% |
| Participant deferral / active EE | $5,474 | $4,281+27.9% | $3,885+40.9% | $5,850-6.4% |
| Admin fee / account holder | $4,841 | $6,171-21.5% | $5,351-9.5% | $11,596-58.3% |