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 | $29,396 | $29,660-0.9% | $56,411-47.9% | $80,856-63.6% |
| Participation rate | 96.9% | 41.6%+55.2pp | 52.5%+44.4pp | 67.6%+29.2pp |
| Annual return | 17.01% | 35.23%-18.2pp | 1701.33%-1684.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,600 | $1,226+112.0% | $1,952+33.2% | $4,296-39.5% |
| Admin fee / account holder | $2,439 | $2,428+0.5% | $2,829-13.8% | $6,918-64.7% |