Filed December 31, 2025 (most recent of 2 filings on file)
Total covered: 8 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,200 | $171,865-58.6% | $149,718-52.4% | $147,584-51.8% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 33.32% | 2113.22%-2079.9pp | 1501.63%-1468.3pp | 578.55%-545.2pp |
| Employer contribution / active EE | $6,566 | $6,275+4.6% | $5,445+20.6% | $4,876+34.6% |
| Participant deferral / active EE | $7,899 | $7,271+8.6% | $6,569+20.2% | $5,439+45.2% |
| Admin fee / account holder | $4,708 | $13,799-65.9% | $11,283-58.3% | $10,885-56.7% |