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 | $333,907 | $148,978+124.1% | $200,582+66.5% | $84,808+293.7% |
| Participation rate | 98.6% | 84.2%+14.4pp | 86.9%+11.7pp | 68.3%+30.3pp |
| Annual return | 14.88% | 28.16%-13.3pp | 42.33%-27.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $13,230 | $4,815+174.8% | $6,419+106.1% | $2,631+402.9% |
| Participant deferral / active EE | $9,679 | $7,142+35.5% | $9,331+3.7% | $4,212+129.8% |
| Admin fee / account holder | $63,884 | $13,977+357.1% | $16,305+291.8% | $7,344+769.9% |