Filed August 29, 2025
Total covered: 3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,905 | $103,376-80.7% | $87,100-77.1% | $152,861-87.0% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 14.08% | 28.10%-14.0pp | 28.19%-14.1pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,413 | $3,220-56.1% | $2,521-44.0% | $4,762-70.3% |
| Participant deferral / active EE | $843 | $4,778-82.3% | $4,049-79.2% | $5,850-85.6% |
| Admin fee / account holder | $13,554 | $12,205+11.0% | $7,497+80.8% | $11,596+16.9% |