Filed February 18, 2026
Total covered: 5 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,474 | $67,411+53.5% | $91,001+13.7% | $70,131+47.5% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 17.89% | -40.16%+58.1pp | 4.60%+13.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $605 | $1,786-66.1% | $2,456-75.4% | $2,342-74.2% |
| Participant deferral / active EE | $3,585 | $2,823+27.0% | $3,547+1.1% | $3,332+7.6% |
| Admin fee / account holder | $11,396 | $4,236+169.0% | $5,417+110.4% | $4,645+145.3% |