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 | $27,753 | $34,308-19.1% | $74,701-62.8% | $72,985-62.0% |
| Participation rate | 93.1% | 42.4%+50.7pp | 54.5%+38.6pp | 69.5%+23.6pp |
| Annual return | 24.45% | 26.58%-2.1pp | 752.92%-728.5pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,365 | $692+97.4% | $1,084+26.0% | $2,440-44.0% |
| Participant deferral / active EE | $1,247 | $1,271-2.0% | $1,964-36.5% | $3,607-65.4% |
| Admin fee / account holder | $2,740 | $2,124+29.0% | $3,333-17.8% | $5,124-46.5% |