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 | $111,799 | $197,591-43.4% | $177,821-37.1% | $158,922-29.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 25.08% | 58.76%-33.7pp | 48.32%-23.2pp | 302.83%-277.7pp |
| Employer contribution / active EE | $7,315 | $6,697+9.2% | $5,918+23.6% | $4,761+53.6% |
| Participant deferral / active EE | $11,067 | $8,405+31.7% | $7,714+43.5% | $5,982+85.0% |
| Admin fee / account holder | $11,058 | $15,399-28.2% | $12,427-11.0% | $11,246-1.7% |