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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,068 | $125,758-68.1% | $169,993-76.4% | $75,163-46.7% |
| Participation rate | 89.5% | 83.6%+5.9pp | 87.0%+2.5pp | 67.2%+22.3pp |
| Annual return | 28.07% | 27.20%+0.9pp | 53.37%-25.3pp | 160.62%-132.5pp |
| Employer contribution / active EE | $1,974 | $4,615-57.2% | $6,785-70.9% | $2,670-26.0% |
| Participant deferral / active EE | $2,741 | $6,837-59.9% | $10,408-73.7% | $4,125-33.6% |
| Admin fee / account holder | $2,307 | $8,173-71.8% | $12,815-82.0% | $5,651-59.2% |