Filed August 25, 2026
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.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,569 | $183,963-81.2% | $162,163-78.7% | $152,861-77.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.55% | 150.76%-129.2pp | 115.59%-94.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,603 | $6,371-59.1% | $5,614-53.6% | $4,762-45.4% |
| Participant deferral / active EE | $2,089 | $8,034-74.0% | $7,298-71.4% | $5,850-64.3% |
| Admin fee / account holder | $1,583 | $13,121-87.9% | $10,843-85.4% | $11,596-86.3% |