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 | $76,810 | $84,696-9.3% | $75,696+1.5% | $167,490-54.1% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.8%-16.5pp | 82.1%-23.8pp |
| Annual return | 21.45% | 199.36%-177.9pp | 104.53%-83.1pp | 478.56%-457.1pp |
| Employer contribution / active EE | $927 | $3,230-71.3% | $2,743-66.2% | $4,837-80.8% |
| Participant deferral / active EE | $5,195 | $4,580+13.4% | $3,821+35.9% | $6,341-18.1% |
| Admin fee / account holder | $1,448 | $5,355-73.0% | $3,619-60.0% | $12,309-88.2% |