Filed August 4, 2026 (most recent of 3 filings on file)
Total covered: 10 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 7-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,752 | $91,552-82.8% | $133,956-88.2% | $79,858-80.3% |
| Participation rate | 53.1% | 73.3%-20.2pp | 79.8%-26.7pp | 69.6%-16.5pp |
| Annual return | 144.76% | 61.85%+82.9pp | 45.09%+99.7pp | 31.71%+113.0pp |
| Employer contribution / active EE | $1,089 | $2,384-54.3% | $3,919-72.2% | $2,471-55.9% |
| Participant deferral / active EE | $2,375 | $3,733-36.4% | $5,048-52.9% | $3,740-36.5% |
| Admin fee / account holder | $1,247 | $6,321-80.3% | $8,927-86.0% | $5,306-76.5% |