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 | $135,569 | $185,822-27.0% | $169,993-20.3% | $139,434-2.8% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 20.61% | 60.50%-39.9pp | 53.37%-32.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $7,420 | $7,590-2.2% | $6,785+9.3% | $4,751+56.2% |
| Participant deferral / active EE | $10,144 | $11,622-12.7% | $10,408-2.5% | $6,710+51.2% |
| Admin fee / account holder | $9,868 | $15,381-35.8% | $12,815-23.0% | $11,403-13.5% |