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 | $78,968 | $54,350+45.3% | $82,719-4.5% | $68,494+15.3% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -13.45% | -13.67%+0.2pp | 701.18%-714.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,368 | $2,218+6.7% | $3,009-21.3% | $2,596-8.8% |
| Participant deferral / active EE | $6,447 | $3,246+98.6% | $4,395+46.7% | $4,027+60.1% |
| Admin fee / account holder | $12,898 | $4,395+193.4% | $5,329+142.0% | $5,403+138.7% |