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 | $90,687 | $65,409+38.6% | $98,442-7.9% | $85,850+5.6% |
| Participation rate | 95.3% | 65.0%+30.4pp | 73.3%+22.0pp | 69.3%+26.0pp |
| Annual return | 9.91% | 21.76%-11.8pp | 1492.73%-1482.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $4,384 | $2,168+102.2% | $2,960+48.1% | $2,565+70.9% |
| Participant deferral / active EE | $7,529 | $3,166+137.8% | $4,276+76.1% | $3,952+90.5% |
| Admin fee / account holder | $22,380 | $4,593+387.3% | $5,949+276.2% | $6,260+257.5% |