Filed May 13, 2025 (most recent of 2 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.
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 | $102,623 | $48,076+113.5% | $78,689+30.4% | $62,891+63.2% |
| Participation rate | 75.0% | 65.2%+9.8pp | 73.6%+1.4pp | 69.3%+5.7pp |
| Annual return | 8.47% | 31.35%-22.9pp | 62.18%-53.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,854 | $2,015-8.0% | $2,851-35.0% | $2,281-18.7% |
| Participant deferral / active EE | $3,966 | $2,588+53.2% | $3,517+12.8% | $3,203+23.8% |
| Admin fee / account holder | $250 | $3,207-92.2% | $4,510-94.5% | $4,296-94.2% |