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 | $97,998 | $110,094-11.0% | $151,611-35.4% | $68,494+43.1% |
| Participation rate | 93.2% | 84.0%+9.2pp | 87.5%+5.7pp | 67.9%+25.3pp |
| Annual return | -9.83% | -10.12%+0.3pp | 3.33%-13.2pp | -7.84%-2.0pp |
| Employer contribution / active EE | $1,757 | $4,471-60.7% | $6,166-71.5% | $2,596-32.3% |
| Participant deferral / active EE | $3,981 | $6,527-39.0% | $8,363-52.4% | $4,027-1.1% |
| Admin fee / account holder | $16,145 | $7,719+109.2% | $11,616+39.0% | $5,403+198.8% |