Filed May 27, 2026
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 8-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,877 | $177,572-81.5% | $154,803-78.8% | $142,382-76.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 33.34% | 65.07%-31.7pp | 58.88%-25.5pp | 217.08%-183.7pp |
| Employer contribution / active EE | $4,667 | $4,810-3.0% | $4,305+8.4% | $4,299+8.6% |
| Participant deferral / active EE | $8,924 | $6,272+42.3% | $5,540+61.1% | $6,507+37.1% |
| Admin fee / account holder | $4,868 | $16,786-71.0% | $14,329-66.0% | $12,624-61.4% |