Filed April 9, 2026
Total covered: 6 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.
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 | $58,484 | $149,040-60.8% | $120,225-51.4% | $137,256-57.4% |
| Participation rate | 73.7% | 75.4%-1.7pp | 69.6%+4.1pp | 80.0%-6.3pp |
| Annual return | 18.81% | 605.68%-586.9pp | 439.23%-420.4pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,539 | $4,350-41.6% | $3,475-26.9% | $4,156-38.9% |
| Participant deferral / active EE | $6,007 | $4,655+29.1% | $3,999+50.2% | $6,407-6.2% |
| Admin fee / account holder | $2 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |