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 | $95,453-36.5% | $112,040-45.9% | $82,448-26.4% |
| Participation rate | 76.6% | 72.8%+3.9pp | 76.5%+0.1pp | 68.1%+8.6pp |
| Annual return | 15.96% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,202 | $2,318-5.0% | $2,954-25.5% | $2,551-13.7% |
| Participant deferral / active EE | $3,742 | $4,224-11.4% | $5,098-26.6% | $4,139-9.6% |
| Admin fee / account holder | $6,485 | $9,013-28.0% | $12,098-46.4% | $7,234-10.4% |