Filed August 3, 2026 (most recent of 13 filings on file)
Total covered: 57 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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $151,060 | $71,883+110.1% | $86,677+74.3% | $68,494+120.5% |
| Participation rate | 88.1% | 72.2%+15.9pp | 76.6%+11.5pp | 67.9%+20.2pp |
| Annual return | -14.74% | 3.52%-18.3pp | 35.91%-50.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,197 | $3,779+143.4% | $4,656+97.6% | $4,027+128.4% |
| Admin fee / account holder | $28,725 | $6,112+370.0% | $7,493+283.3% | $5,403+431.7% |