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 | $111,161 | $61,660+80.3% | $80,019+38.9% | $64,186+73.2% |
| Participation rate | 47.5% | 71.7%-24.1pp | 75.8%-28.3pp | 69.6%-22.0pp |
| Annual return | -2.71% | -0.33%-2.4pp | 11.22%-13.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $672 | $1,810-62.9% | $2,468-72.8% | $2,381-71.8% |
| Participant deferral / active EE | $4,371 | $2,968+47.3% | $3,686+18.6% | $3,470+26.0% |
| Admin fee / account holder | $1,828 | $5,417-66.2% | $6,521-72.0% | $4,888-62.6% |