Filed January 6, 2026 (most recent of 8 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,647 | $109,359+155.7% | $162,163+72.4% | $72,985+283.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.31% | 25.46%-3.2pp | 115.59%-93.3pp | 81.00%-58.7pp |
| Employer contribution / active EE | $11,181 | $3,907+186.1% | $5,614+99.2% | $2,440+358.2% |
| Participant deferral / active EE | $7,325 | $5,481+33.6% | $7,298+0.4% | $3,607+103.1% |
| Admin fee / account holder | $11,952 | $7,972+49.9% | $10,843+10.2% | $5,124+133.2% |