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 | $133,750 | $65,409+104.5% | $98,442+35.9% | $85,850+55.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.49% | 21.76%-5.3pp | 1492.73%-1476.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $3,760 | $2,168+73.5% | $2,960+27.1% | $2,565+46.6% |
| Participant deferral / active EE | $3,458 | $3,166+9.2% | $4,276-19.1% | $3,952-12.5% |
| Admin fee / account holder | $600 | $4,593-86.9% | $5,949-89.9% | $6,260-90.4% |