Filed July 14, 2025
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,079 | $45,035+57.8% | $62,995+12.8% | $70,131+1.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.77% | 18.76%-3.0pp | 87.57%-71.8pp | 73.14%-57.4pp |
| Employer contribution / active EE | $4,178 | $2,051+103.7% | $2,759+51.4% | $2,342+78.3% |
| Participant deferral / active EE | $5,131 | $2,465+108.2% | $3,329+54.1% | $3,332+54.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |