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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,750 | $60,124+69.2% | $90,404+12.6% | $79,858+27.4% |
| Participation rate | 90.0% | 65.0%+25.0pp | 72.7%+17.3pp | 69.6%+20.4pp |
| Annual return | 8.76% | 71.94%-63.2pp | 1293.02%-1284.3pp | 31.71%-23.0pp |
| Employer contribution / active EE | $4,905 | $2,068+137.2% | $3,262+50.4% | $2,471+98.5% |
| Participant deferral / active EE | $7,810 | $2,938+165.8% | $3,963+97.1% | $3,740+108.8% |
| Admin fee / account holder | $35,825 | $3,976+800.9% | $5,611+538.5% | $5,306+575.1% |