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 | $106,036 | $60,124+76.4% | $90,404+17.3% | $79,858+32.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.36% | 71.94%-55.6pp | 1293.02%-1276.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $4,093 | $2,068+98.0% | $3,262+25.5% | $2,471+65.7% |
| Participant deferral / active EE | $2,375 | $2,938-19.2% | $3,963-40.1% | $3,740-36.5% |
| Admin fee / account holder | $3,558 | $3,976-10.5% | $5,611-36.6% | $5,306-32.9% |