Filed December 11, 2025 (most recent of 3 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,925 | $30,732-28.7% | $59,496-63.1% | $59,632-63.2% |
| Participation rate | 84.6% | 43.2%+41.4pp | 54.6%+30.1pp | 68.7%+15.9pp |
| Annual return | 0.41% | 4.47%-4.1pp | 182.05%-181.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $765 | $1,183-35.4% | $1,829-58.2% | $3,192-76.0% |
| Admin fee / account holder | $3,395 | $2,136+58.9% | $2,232+52.1% | $4,297-21.0% |