Filed October 16, 2025 (most recent of 4 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,926 | $77,419-34.2% | $69,455-26.7% | $152,861-66.7% |
| Participation rate | 46.2% | 78.1%-31.9pp | 74.6%-28.5pp | 82.4%-36.3pp |
| Annual return | 24.77% | 39.06%-14.3pp | 28.97%-4.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $645 | $3,315-80.5% | $2,779-76.8% | $4,762-86.4% |
| Participant deferral / active EE | $2,587 | $4,414-41.4% | $3,535-26.8% | $5,850-55.8% |
| Admin fee / account holder | $1,351 | $6,207-78.2% | $3,839-64.8% | $11,596-88.3% |