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 | $116,218 | $67,331+72.6% | $60,874+90.9% | $134,475-13.6% |
| Participation rate | 54.5% | 76.2%-21.6pp | 73.1%-18.6pp | 81.2%-26.7pp |
| Annual return | -18.57% | 49.93%-68.5pp | 16.90%-35.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,013 | $3,096-67.3% | $2,701-62.5% | $4,740-78.6% |
| Participant deferral / active EE | $5,903 | $4,538+30.1% | $3,817+54.7% | $6,400-7.8% |
| Admin fee / account holder | $765 | $4,582-83.3% | $3,224-76.3% | $11,426-93.3% |