Filed March 5, 2025
Total covered: 34 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,295 | $45,152-13.0% | $73,843-46.8% | $59,632-34.1% |
| Participation rate | 49.2% | 64.0%-14.8pp | 73.4%-24.2pp | 68.7%-19.5pp |
| Annual return | 1.78% | 27.40%-25.6pp | 2267.84%-2266.1pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,117 | $3,516+102.4% | $4,880+45.8% | $4,297+65.6% |