Filed May 4, 2026 (most recent of 4 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 8-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 | $54,340 | $86,944-37.5% | $107,525-49.5% | $74,304-26.9% |
| Participation rate | 72.0% | 59.6%+12.4pp | 75.1%-3.1pp | 60.3%+11.6pp |
| Annual return | 15.40% | 23.52%-8.1pp | 181.32%-165.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,691 | $2,757-2.4% | $3,754-28.3% | $2,241+20.0% |
| Participant deferral / active EE | $5,045 | $3,554+41.9% | $5,116-1.4% | $3,767+33.9% |
| Admin fee / account holder | $5,447 | $3,727+46.2% | $8,919-38.9% | $2,969+83.5% |