Filed September 17, 2025 (most recent of 3 filings on file)
Total covered: 2 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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,512 | $137,414-69.8% | $189,513-78.1% | $85,850-51.6% |
| Participation rate | 87.9% | 84.6%+3.3pp | 87.8%+0.1pp | 69.3%+18.6pp |
| Annual return | 14.88% | 38.14%-23.3pp | 555.15%-540.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,739 | $4,344-60.0% | $6,162-71.8% | $2,565-32.2% |
| Participant deferral / active EE | $2,817 | $6,260-55.0% | $8,221-65.7% | $3,952-28.7% |
| Admin fee / account holder | $3,587 | $8,630-58.4% | $12,045-70.2% | $6,260-42.7% |