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 | $158,398-63.1% | $126,539-53.8% | $142,382-58.9% |
| Participation rate | 73.7% | 75.8%-2.1pp | 69.8%+3.9pp | 80.1%-6.4pp |
| Annual return | 18.81% | 593.76%-574.9pp | 425.95%-407.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,539 | $4,650-45.4% | $3,674-30.9% | $4,299-40.9% |
| Participant deferral / active EE | $6,007 | $4,767+26.0% | $4,083+47.1% | $6,507-7.7% |
| Admin fee / account holder | $2 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |