Filed September 22, 2026
Total covered: 8 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,962 | $45,152-53.6% | $73,843-71.6% | $59,632-64.8% |
| Participation rate | 92.3% | 64.0%+28.3pp | 73.4%+18.9pp | 68.7%+23.6pp |
| Annual return | 3.03% | 27.40%-24.4pp | 2267.84%-2264.8pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $2,454 | $1,902+29.0% | $2,787-12.0% | $2,203+11.4% |
| Participant deferral / active EE | $2,205 | $2,574-14.3% | $3,583-38.5% | $3,192-30.9% |
| Admin fee / account holder | $9,647 | $3,516+174.4% | $4,880+97.7% | $4,297+124.5% |