Filed October 16, 2025 (most recent of 4 filings on file)
Total covered: 2 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 | $29,976 | $73,515-59.2% | $62,995-52.4% | $147,584-79.7% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.8%+3.0pp | 82.8%-5.1pp |
| Annual return | 20.23% | 175.43%-155.2pp | 87.57%-67.3pp | 578.55%-558.3pp |
| Employer contribution / active EE | $951 | $3,320-71.4% | $2,759-65.5% | $4,876-80.5% |
| Participant deferral / active EE | $4,623 | $4,185+10.5% | $3,329+38.9% | $5,439-15.0% |
| Admin fee / account holder | $4,490 | $5,953-24.6% | $3,600+24.7% | $10,885-58.8% |