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 | $128,671 | $72,400+77.7% | $67,502+90.6% | $145,922-11.8% |
| Participation rate | 70.0% | 76.9%-6.9pp | 72.9%-2.9pp | 80.3%-10.3pp |
| Annual return | 18.26% | 7182.46%-7164.2pp | 3512.12%-3493.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,369 | $3,069-55.4% | $2,731-49.9% | $4,660-70.6% |
| Participant deferral / active EE | $6,255 | $4,783+30.8% | $4,000+56.4% | $6,688-6.5% |
| Admin fee / account holder | $567 | $5,539-89.8% | $3,998-85.8% | $13,397-95.8% |