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.
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 | $143,620 | $90,600+58.5% | $79,464+80.7% | $135,375+6.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.64% | 977.43%-985.1pp | 718.14%-725.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $12,769 | $3,068+316.2% | $2,800+356.0% | $4,779+167.2% |
| Participant deferral / active EE | $6,065 | $4,050+49.8% | $3,704+63.8% | $5,609+8.1% |
| Admin fee / account holder | $4,801 | $5,907-18.7% | $5,113-6.1% | $10,827-55.7% |