Filed September 29, 2026 (most recent of 2 filings on file)
Total covered: 4 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 | $129,391 | $99,020+30.7% | $86,590+49.4% | $147,584-12.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.95% | 1312.34%-1287.4pp | 964.84%-939.9pp | 578.55%-553.6pp |
| Employer contribution / active EE | $12,609 | $3,132+302.6% | $2,839+344.1% | $4,876+158.6% |
| Participant deferral / active EE | $6,752 | $3,972+70.0% | $3,609+87.1% | $5,439+24.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |