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 | $136,807 | $81,208+68.5% | $98,907+38.3% | $79,858+71.3% |
| Participation rate | 53.4% | 72.5%-19.1pp | 76.0%-22.6pp | 69.6%-16.2pp |
| Annual return | 13.35% | 60.99%-47.6pp | 196.43%-183.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $832 | $1,960-57.5% | $2,689-69.0% | $2,471-66.3% |
| Participant deferral / active EE | $4,953 | $3,265+51.7% | $4,244+16.7% | $3,740+32.4% |
| Admin fee / account holder | $34,103 | $6,013+467.2% | $6,642+413.5% | $5,306+542.7% |