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.
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 | $58,828 | $160,055-63.2% | $140,016-58.0% | $135,375-56.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -8.13% | 911.38%-919.5pp | 651.12%-659.2pp | 519.73%-527.9pp |
| Employer contribution / active EE | $9,673 | $6,420+50.7% | $5,606+72.6% | $4,779+102.4% |
| Participant deferral / active EE | $11,509 | $7,642+50.6% | $6,927+66.1% | $5,609+105.2% |
| Admin fee / account holder | $561 | $13,328-95.8% | $10,705-94.8% | $10,827-94.8% |