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 | $108,825-57.2% | $156,181-70.2% | $82,448-43.6% |
| Participation rate | 51.8% | 72.4%-20.6pp | 78.8%-27.1pp | 68.1%-16.3pp |
| Annual return | 9.82% | 20.59%-10.8pp | 64.87%-55.1pp | 41.64%-31.8pp |
| Employer contribution / active EE | $990 | $2,870-65.5% | $4,294-76.9% | $2,551-61.2% |
| Participant deferral / active EE | $4,207 | $4,577-8.1% | $6,132-31.4% | $4,139+1.6% |
| Admin fee / account holder | $2,131 | $9,341-77.2% | $14,586-85.4% | $7,234-70.5% |