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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,710 | $86,655-73.8% | $119,609-81.0% | $66,914-66.1% |
| Participation rate | 98.5% | 75.6%+22.9pp | 79.3%+19.2pp | 69.8%+28.7pp |
| Annual return | -36.57% | -8.00%-28.6pp | -14.97%-21.6pp | 1.58%-38.1pp |
| Employer contribution / active EE | $7,009 | $2,536+176.4% | $4,232+65.6% | $2,544+175.5% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |