Filed December 4, 2025 (most recent of 2 filings on file)
Total covered: 6 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.
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 | $244,808 | $102,317+139.3% | $146,958+66.6% | $80,856+202.8% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 19.50% | 134.76%-115.3pp | 418.34%-398.8pp | 35.59%-16.1pp |
| Employer contribution / active EE | $6,485 | $3,713+74.7% | $4,933+31.5% | $2,755+135.4% |
| Participant deferral / active EE | $16,225 | $6,644+144.2% | $8,070+101.1% | $4,296+277.7% |
| Admin fee / account holder | $19,585 | $7,941+146.6% | $12,998+50.7% | $6,918+183.1% |