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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,839 | $88,083-38.9% | $164,813-67.3% | $74,495-27.7% |
| Participation rate | 99.3% | 73.0%+26.2pp | 78.6%+20.7pp | 67.2%+32.1pp |
| Annual return | 23.71% | 17.26%+6.4pp | 69.93%-46.2pp | 1364.94%-1341.2pp |
| Employer contribution / active EE | $6,094 | $2,593+135.0% | $4,341+40.4% | $2,623+132.3% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |