Filed February 11, 2026 (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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,575 | $45,035+36.7% | $62,995-2.3% | $70,131-12.2% |
| Participation rate | 90.0% | 69.5%+20.5pp | 74.8%+15.2pp | 69.5%+20.5pp |
| Annual return | 10.17% | 18.76%-8.6pp | 87.57%-77.4pp | 73.14%-63.0pp |
| Employer contribution / active EE | $2,546 | $2,051+24.1% | $2,759-7.7% | $2,342+8.7% |
| Participant deferral / active EE | $4,485 | $2,465+82.0% | $3,329+34.7% | $3,332+34.6% |
| Admin fee / account holder | $11,824 | $2,834+317.2% | $3,600+228.5% | $4,645+154.5% |