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 | $100,284 | $109,359-8.3% | $162,163-38.2% | $72,985+37.4% |
| Participation rate | 86.3% | 84.3%+2.0pp | 87.6%-1.3pp | 69.5%+16.8pp |
| Annual return | 18.91% | 25.46%-6.5pp | 115.59%-96.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,392 | $3,907-64.4% | $5,614-75.2% | $2,440-43.0% |
| Participant deferral / active EE | $2,991 | $5,481-45.4% | $7,298-59.0% | $3,607-17.1% |
| Admin fee / account holder | $4,220 | $7,972-47.1% | $10,843-61.1% | $5,124-17.7% |