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 | $266,623 | $125,758+112.0% | $169,993+56.8% | $75,163+254.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.25% | 27.20%-11.0pp | 53.37%-37.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $12,067 | $4,615+161.5% | $6,785+77.8% | $2,670+352.0% |
| Participant deferral / active EE | $9,176 | $6,837+34.2% | $10,408-11.8% | $4,125+122.4% |
| Admin fee / account holder | $5,443 | $8,173-33.4% | $12,815-57.5% | $5,651-3.7% |