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 | $155,812 | $201,272-22.6% | $184,203-15.4% | $145,922+6.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.34% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $11,692 | $7,022+66.5% | $6,427+81.9% | $4,660+150.9% |
| Participant deferral / active EE | $15,210 | $9,806+55.1% | $9,131+66.6% | $6,688+127.4% |
| Admin fee / account holder | $3,240 | $16,364-80.2% | $13,901-76.7% | $13,397-75.8% |