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 | $26,605 | $35,183-24.4% | $73,545-63.8% | $70,131-62.1% |
| Participation rate | 90.0% | 42.9%+47.1pp | 54.9%+35.1pp | 69.5%+20.5pp |
| Annual return | 17.31% | 26.90%-9.6pp | -15.16%+32.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,599 | $709+125.6% | $1,219+31.2% | $2,342-31.7% |
| Participant deferral / active EE | $885 | $1,220-27.5% | $1,806-51.0% | $3,332-73.4% |
| Admin fee / account holder | $3,228 | $2,302+40.2% | $2,320+39.1% | $4,645-30.5% |