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.
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 | $24,604 | $153,311-84.0% | $109,313-77.5% | $273,961-91.0% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | -2.06% | 29.86%-31.9pp | 22.07%-24.1pp | 41.45%-43.5pp |
| Employer contribution / active EE | $2,164 | $5,619-61.5% | $3,892-44.4% | $4,869-55.5% |
| Participant deferral / active EE | $3,524 | $3,932-10.4% | $3,166+11.3% | $5,287-33.4% |
| Admin fee / account holder | $9,048 | $8,076+12.0% | $5,666+59.7% | $10,132-10.7% |