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 | $57,751 | $148,978-61.2% | $200,582-71.2% | $84,808-31.9% |
| Participation rate | 97.1% | 84.2%+12.9pp | 86.9%+10.3pp | 68.3%+28.8pp |
| Annual return | 17.83% | 28.16%-10.3pp | 42.33%-24.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,593 | $4,815-46.2% | $6,419-59.6% | $2,631-1.4% |
| Participant deferral / active EE | $3,241 | $7,142-54.6% | $9,331-65.3% | $4,212-23.0% |
| Admin fee / account holder | $4,106 | $13,977-70.6% | $16,305-74.8% | $7,344-44.1% |