Filed July 30, 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 | $116,119 | $123,793-6.2% | $177,821-34.7% | $79,858+45.4% |
| Participation rate | 83.3% | 84.7%-1.3pp | 87.7%-4.4pp | 69.6%+13.7pp |
| Annual return | 14.39% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,263 | $4,095-69.1% | $5,918-78.7% | $2,471-48.9% |
| Participant deferral / active EE | $2,962 | $5,956-50.3% | $7,714-61.6% | $3,740-20.8% |
| Admin fee / account holder | $2,832 | $7,243-60.9% | $12,427-77.2% | $5,306-46.6% |