Filed April 30, 2026 (most recent of 3 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 | $78,191 | $125,758-37.8% | $169,993-54.0% | $75,163+4.0% |
| Participation rate | 96.1% | 83.6%+12.5pp | 87.0%+9.1pp | 67.2%+28.9pp |
| Annual return | 23.41% | 27.20%-3.8pp | 53.37%-30.0pp | 160.62%-137.2pp |
| Employer contribution / active EE | $3,370 | $4,615-27.0% | $6,785-50.3% | $2,670+26.2% |
| Participant deferral / active EE | $4,544 | $6,837-33.5% | $10,408-56.3% | $4,125+10.2% |
| Admin fee / account holder | $5,717 | $8,173-30.1% | $12,815-55.4% | $5,651+1.2% |