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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,566 | $69,518-58.9% | $59,878-52.3% | $135,375-78.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -3.83% | 7.94%-11.8pp | 3.46%-7.3pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,022 | $3,235-68.4% | $2,722-62.4% | $4,779-78.6% |
| Participant deferral / active EE | $3,669 | $4,206-12.8% | $3,402+7.9% | $5,609-34.6% |
| Admin fee / account holder | $3,823 | $5,734-33.3% | $3,590+6.5% | $10,827-64.7% |