Filed June 13, 2025
Total covered: 22 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,254 | $49,177+83.5% | $79,464+13.6% | $64,186+40.6% |
| Participation rate | 94.0% | 65.0%+29.0pp | 73.3%+20.7pp | 69.6%+24.4pp |
| Annual return | -1.08% | -1.16%+0.1pp | 718.14%-719.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $9,429 | $2,076+354.1% | $2,800+236.7% | $2,381+296.0% |
| Participant deferral / active EE | $6,135 | $2,821+117.4% | $3,704+65.6% | $3,470+76.8% |
| Admin fee / account holder | $14,871 | $3,839+287.4% | $5,113+190.8% | $4,888+204.2% |