Filed September 28, 2026
Total covered: 6 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 | $146,675 | $53,127+176.1% | $86,590+69.4% | $70,131+109.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.18% | 27.66%-8.5pp | 964.84%-945.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $9,629 | $2,068+365.6% | $2,839+239.1% | $2,342+311.1% |
| Participant deferral / active EE | $10,108 | $2,696+275.0% | $3,609+180.1% | $3,332+203.4% |
| Admin fee / account holder | $9,594 | $3,585+167.6% | $4,906+95.6% | $4,645+106.5% |