Filed June 15, 2026
Total covered: 14 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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,954 | $66,302-33.7% | $110,238-60.1% | $56,287-21.9% |
| Participation rate | 97.4% | 74.9%+22.5pp | 79.8%+17.5pp | 69.9%+27.5pp |
| Annual return | -0.44% | -1.18%+0.7pp | 314.74%-315.2pp | -9.96%+9.5pp |
| Employer contribution / active EE | $6,861 | $2,047+235.2% | $3,826+79.3% | $2,111+225.0% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |