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.
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 | $46,497 | $138,347-66.4% | $184,203-74.8% | $80,856-42.5% |
| Participation rate | 93.5% | 83.9%+9.6pp | 86.8%+6.7pp | 67.6%+25.9pp |
| Annual return | 12.76% | 20.02%-7.3pp | 28.81%-16.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,404 | $4,850-50.4% | $6,427-62.6% | $2,755-12.7% |
| Participant deferral / active EE | $3,191 | $7,071-54.9% | $9,131-65.1% | $4,296-25.7% |
| Admin fee / account holder | $4,358 | $10,483-58.4% | $13,901-68.7% | $6,918-37.0% |