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 | $312,953 | $138,347+126.2% | $184,203+69.9% | $80,856+287.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.25% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $12,482 | $4,850+157.3% | $6,427+94.2% | $2,755+353.1% |
| Participant deferral / active EE | $9,122 | $7,071+29.0% | $9,131-0.1% | $4,296+112.4% |
| Admin fee / account holder | $11,689 | $10,483+11.5% | $13,901-15.9% | $6,918+69.0% |