Filed January 21, 2026
Total covered: 2 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,288 | $57,976-54.7% | $62,995-58.3% | $62,292-57.8% |
| Participation rate | 99.0% | 75.9%+23.1pp | 74.8%+24.2pp | 69.5%+29.5pp |
| Annual return | 11.16% | 17.54%-6.4pp | 87.57%-76.4pp | 28.90%-17.7pp |
| Employer contribution / active EE | $3,204 | $2,415+32.7% | $2,759+16.1% | $2,042+56.9% |
| Participant deferral / active EE | $3,166 | $2,956+7.1% | $3,329-4.9% | $3,169-0.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |