Filed August 1, 2025
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,539 | $109,413-57.5% | $156,263-70.2% | $84,808-45.1% |
| Participation rate | 51.8% | 72.7%-20.9pp | 78.9%-27.1pp | 68.3%-16.5pp |
| Annual return | 9.82% | 20.18%-10.4pp | 59.47%-49.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $990 | $2,907-65.9% | $4,333-77.1% | $2,631-62.4% |
| Participant deferral / active EE | $4,207 | $4,590-8.3% | $6,158-31.7% | $4,212-0.1% |
| Admin fee / account holder | $2,131 | $9,357-77.2% | $14,255-85.1% | $7,344-71.0% |