Filed May 19, 2025 (most recent of 6 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 4-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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,540 | $82,032-54.2% | $123,104-69.5% | $59,632-37.0% |
| Participation rate | 87.6% | 83.2%+4.4pp | 86.8%+0.9pp | 68.7%+19.0pp |
| Annual return | -0.16% | 5.12%-5.3pp | 13.22%-13.4pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,455 | $4,667-26.0% | $6,230-44.5% | $3,192+8.3% |
| Admin fee / account holder | $0 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |