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 | $135,444 | $84,696+59.9% | $75,696+78.9% | $167,490-19.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.40% | 199.36%-185.0pp | 104.53%-90.1pp | 478.56%-464.2pp |
| Employer contribution / active EE | $10,331 | $3,230+219.9% | $2,743+276.7% | $4,837+113.6% |
| Participant deferral / active EE | $10,009 | $4,580+118.6% | $3,821+161.9% | $6,341+57.8% |
| Admin fee / account holder | $6,415 | $5,355+19.8% | $3,619+77.2% | $12,309-47.9% |