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 | $30,973 | $37,426-17.2% | $77,482-60.0% | $79,858-61.2% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 13.73% | 39.70%-26.0pp | 54.79%-41.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,995 | $637+370.4% | $986+203.6% | $2,471+21.2% |
| Participant deferral / active EE | $1,505 | $1,260+19.5% | $1,861-19.1% | $3,740-59.8% |
| Admin fee / account holder | $1,193 | $2,504-52.4% | $2,858-58.3% | $5,306-77.5% |