Filed July 30, 2025 (most recent of 2 filings on file)
Total covered: 8 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,296 | $100,041+2.3% | $149,718-31.7% | $70,131+45.9% |
| Participation rate | 86.7% | 83.6%+3.1pp | 87.1%-0.4pp | 69.5%+17.1pp |
| Annual return | 12.65% | 27.43%-14.8pp | 1501.63%-1489.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,279 | $3,662-65.1% | $5,445-76.5% | $2,342-45.4% |
| Participant deferral / active EE | $2,729 | $4,983-45.2% | $6,569-58.5% | $3,332-18.1% |
| Admin fee / account holder | $3,459 | $8,286-58.3% | $11,283-69.3% | $4,645-25.5% |