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 | $22,343 | $124,319-82.0% | $111,297-79.9% | $167,490-86.7% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 12.74% | 37.44%-24.7pp | 54.65%-41.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,822 | $3,435-47.0% | $2,731-33.3% | $4,837-62.3% |
| Participant deferral / active EE | $1,340 | $5,180-74.1% | $4,487-70.1% | $6,341-78.9% |
| Admin fee / account holder | $2,474 | $10,618-76.7% | $7,964-68.9% | $12,309-79.9% |