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 | $25,884 | $27,915-7.3% | $58,482-55.7% | $75,163-65.6% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 19.16% | 44.20%-25.0pp | 4239.32%-4220.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,282 | $669+91.6% | $1,053+21.7% | $2,670-52.0% |
| Participant deferral / active EE | $2,618 | $1,201+117.9% | $1,924+36.1% | $4,125-36.5% |
| Admin fee / account holder | $4,968 | $1,726+187.9% | $2,516+97.5% | $5,651-12.1% |