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 | $207,555 | $100,852+105.8% | $90,404+129.6% | $158,922+30.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.79% | 1724.20%-1709.4pp | 1293.02%-1278.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $14,033 | $3,689+280.5% | $3,262+330.2% | $4,761+194.7% |
| Participant deferral / active EE | $5,414 | $4,348+24.5% | $3,963+36.6% | $5,982-9.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |