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 | $114,840 | $69,207+65.9% | $64,056+79.3% | $139,434-17.6% |
| Participation rate | 72.7% | 75.6%-2.9pp | 72.3%+0.4pp | 80.3%-7.6pp |
| Annual return | 22.74% | 45.88%-23.1pp | 33.69%-11.0pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,249 | $3,182-60.8% | $2,747-54.5% | $4,751-73.7% |
| Participant deferral / active EE | $5,604 | $4,682+19.7% | $3,880+44.4% | $6,710-16.5% |
| Admin fee / account holder | $1,621 | $4,244-61.8% | $3,068-47.2% | $11,403-85.8% |