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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,906 | $167,484-36.8% | $151,611-30.1% | $134,475-21.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.71% | 7.80%-30.5pp | 3.33%-26.0pp | 417.96%-440.7pp |
| Employer contribution / active EE | $10,496 | $6,829+53.7% | $6,166+70.2% | $4,740+121.4% |
| Participant deferral / active EE | $13,464 | $8,986+49.8% | $8,363+61.0% | $6,400+110.4% |
| Admin fee / account holder | $516 | $13,783-96.3% | $11,616-95.6% | $11,426-95.5% |