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 | $24,453 | $32,117-23.9% | $71,086-65.6% | $64,186-61.9% |
| Participation rate | 89.3% | 42.7%+46.6pp | 54.7%+34.6pp | 69.6%+19.7pp |
| Annual return | -5.45% | -5.57%+0.1pp | 650.59%-656.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,736 | $712+143.8% | $1,088+59.6% | $2,381-27.1% |
| Participant deferral / active EE | $1,565 | $1,263+23.9% | $1,874-16.5% | $3,470-54.9% |
| Admin fee / account holder | $3,223 | $2,759+16.8% | $3,082+4.6% | $4,888-34.1% |