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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,478 | $54,762+48.8% | $90,281-9.8% | $72,985+11.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.87% | 30.63%-14.8pp | 78.10%-62.2pp | 81.00%-65.1pp |
| Employer contribution / active EE | $4,081 | $2,092+95.0% | $2,854+43.0% | $2,440+67.3% |
| Participant deferral / active EE | $3,312 | $2,887+14.7% | $3,885-14.7% | $3,607-8.2% |
| Admin fee / account holder | $6,519 | $3,972+64.1% | $5,351+21.8% | $5,124+27.2% |