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 | $102,382+139.1% | $147,005+66.5% | $80,874+202.7% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.2%+16.1pp | 67.6%+30.7pp |
| Annual return | 19.50% | 134.89%-115.4pp | 418.76%-399.3pp | 35.62%-16.1pp |
| Employer contribution / active EE | $6,485 | $3,715+74.6% | $4,934+31.4% | $2,756+135.3% |
| Participant deferral / active EE | $16,225 | $6,646+144.1% | $8,070+101.1% | $4,297+277.6% |
| Admin fee / account holder | $19,585 | $7,942+146.6% | $13,006+50.6% | $6,935+182.4% |