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 | $23,057 | $27,641-16.6% | $61,373-62.4% | $68,494-66.3% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -19.81% | -13.24%-6.6pp | 338.61%-358.4pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,774 | $695+155.1% | $1,159+53.0% | $2,596-31.7% |
| Participant deferral / active EE | $1,941 | $1,263+53.7% | $2,125-8.7% | $4,027-51.8% |
| Admin fee / account holder | $2,273 | $2,010+13.1% | $2,130+6.7% | $5,403-57.9% |