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 | $68,672 | $49,177+39.6% | $79,464-13.6% | $64,186+7.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.53% | -1.16%-3.4pp | 718.14%-722.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,822 | $2,076+84.1% | $2,800+36.5% | $2,381+60.5% |
| Participant deferral / active EE | $2,471 | $2,821-12.4% | $3,704-33.3% | $3,470-28.8% |
| Admin fee / account holder | $3,581 | $3,839-6.7% | $5,113-30.0% | $4,888-26.7% |