Filed December 23, 2025
Total covered: 2 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,898 | $88,581+53.4% | $145,661-6.7% | $74,304+82.9% |
| Participation rate | 93.8% | 64.9%+28.8pp | 77.2%+16.5pp | 60.3%+33.4pp |
| Annual return | 0.00% | 34.30%-34.3pp | 101.46%-101.5pp | 29.43%-29.4pp |
| Employer contribution / active EE | $35,712 | $2,612+1267.1% | $4,238+742.7% | $2,241+1493.4% |
| Participant deferral / active EE | $0 | $4,151-100.0% | $7,198-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,953-100.0% | $12,466-100.0% | $2,969-100.0% |