Filed October 16, 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 | $40,779 | $45,152-9.7% | $73,843-44.8% | $59,632-31.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 3.68% | 27.40%-23.7pp | 2267.84%-2264.2pp | 2041.28%-2037.6pp |
| Employer contribution / active EE | $3,375 | $1,902+77.4% | $2,787+21.1% | $2,203+53.2% |
| Participant deferral / active EE | $2,165 | $2,574-15.9% | $3,583-39.6% | $3,192-32.2% |
| Admin fee / account holder | $962 | $3,516-72.6% | $4,880-80.3% | $4,297-77.6% |