Filed September 18, 2025
Total covered: 4 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 | $111,702 | $77,419+44.3% | $69,455+60.8% | $152,861-26.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.28% | 39.06%-15.8pp | 28.97%-5.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $8,414 | $3,315+153.8% | $2,779+202.8% | $4,762+76.7% |
| Participant deferral / active EE | $7,020 | $4,414+59.1% | $3,535+98.6% | $5,850+20.0% |
| Admin fee / account holder | $1,724 | $6,207-72.2% | $3,839-55.1% | $11,596-85.1% |