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.)
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 | $85,508 | $94,529-9.5% | $140,016-38.9% | $64,186+33.2% |
| Participation rate | 84.4% | 84.1%+0.3pp | 87.5%-3.1pp | 69.6%+14.8pp |
| Annual return | -1.83% | 7.77%-9.6pp | 651.12%-653.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,352 | $3,812-64.5% | $5,606-75.9% | $2,381-43.2% |
| Participant deferral / active EE | $2,899 | $5,250-44.8% | $6,927-58.2% | $3,470-16.4% |
| Admin fee / account holder | $33,539 | $6,741+397.5% | $10,705+213.3% | $4,888+586.1% |