Filed February 27, 2026
Total covered: 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,693 | $89,753+101.3% | $107,525+68.0% | $84,808+113.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.12% | 29.48%-17.4pp | 181.32%-169.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $4,257 | $3,113+36.7% | $3,754+13.4% | $2,631+61.8% |
| Participant deferral / active EE | $7,847 | $4,056+93.4% | $5,116+53.4% | $4,212+86.3% |
| Admin fee / account holder | $10,255 | $7,222+42.0% | $8,919+15.0% | $7,344+39.6% |