Filed April 24, 2026
Total covered: 103 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 8-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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,641 | $95,803-36.7% | $113,168-46.4% | $84,808-28.5% |
| Participation rate | 76.6% | 72.9%+3.8pp | 76.6%+0.1pp | 68.3%+8.3pp |
| Annual return | 15.96% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,202 | $2,360-6.7% | $2,975-26.0% | $2,631-16.3% |
| Participant deferral / active EE | $3,742 | $4,242-11.8% | $5,107-26.7% | $4,212-11.1% |
| Admin fee / account holder | $6,485 | $8,989-27.9% | $12,068-46.3% | $7,344-11.7% |