Filed July 31, 2026 (most recent of 24 filings on file)
Total covered: 35 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,559 | $86,944-24.6% | $107,525-39.0% | $74,304-11.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 15.83% | 23.52%-7.7pp | 181.32%-165.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,065 | $2,757-61.4% | $3,754-71.6% | $2,241-52.5% |
| Participant deferral / active EE | $6,819 | $3,554+91.9% | $5,116+33.3% | $3,767+81.0% |
| Admin fee / account holder | $40 | $3,727-98.9% | $8,919-99.5% | $2,969-98.6% |