Filed January 28, 2026 (most recent of 2 filings on file)
Total covered: 3 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 | $67,995 | $84,233-19.3% | $170,442-60.1% | $70,131-3.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.91% | 23.06%-8.2pp | 205.93%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,706 | $3,387-49.6% | $5,433-68.6% | $2,342-27.2% |
| Participant deferral / active EE | $3,310 | $3,086+7.3% | $4,939-33.0% | $3,332-0.6% |
| Admin fee / account holder | $888 | $5,698-84.4% | $13,880-93.6% | $4,645-80.9% |