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 | $85,091 | $183,963-53.7% | $162,163-47.5% | $152,861-44.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 28.08% | 150.76%-122.7pp | 115.59%-87.5pp | 345.32%-317.2pp |
| Employer contribution / active EE | $6,262 | $6,371-1.7% | $5,614+11.6% | $4,762+31.5% |
| Participant deferral / active EE | $8,989 | $8,034+11.9% | $7,298+23.2% | $5,850+53.7% |
| Admin fee / account holder | $3,916 | $13,121-70.2% | $10,843-63.9% | $11,596-66.2% |