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 | $210,499 | $96,635+117.8% | $86,612+143.0% | $139,434+51.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.83% | 106.41%-88.6pp | 591.07%-573.2pp | 372.94%-355.1pp |
| Employer contribution / active EE | $18,269 | $3,263+459.9% | $3,022+504.4% | $4,751+284.5% |
| Participant deferral / active EE | $7,414 | $4,836+53.3% | $4,438+67.1% | $6,710+10.5% |
| Admin fee / account holder | $1,628 | $6,408-74.6% | $5,614-71.0% | $11,403-85.7% |