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.)
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 | $53,965 | $43,327+24.6% | $59,878-9.9% | $64,186-15.9% |
| Participation rate | 95.7% | 69.2%+26.6pp | 74.7%+21.0pp | 69.6%+26.2pp |
| Annual return | 8.66% | -1.55%+10.2pp | 3.46%+5.2pp | 7.63%+1.0pp |
| Employer contribution / active EE | $2,239 | $2,028+10.4% | $2,722-17.7% | $2,381-6.0% |
| Participant deferral / active EE | $4,089 | $2,546+60.6% | $3,402+20.2% | $3,470+17.8% |
| Admin fee / account holder | $10,549 | $3,005+251.0% | $3,590+193.8% | $4,888+115.8% |