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 | $143,276 | $54,350+163.6% | $82,719+73.2% | $68,494+109.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.02% | -13.67%+2.7pp | 701.18%-712.2pp | -7.84%-3.2pp |
| Employer contribution / active EE | $4,623 | $2,218+108.4% | $3,009+53.7% | $2,596+78.1% |
| Participant deferral / active EE | $3,623 | $3,246+11.6% | $4,395-17.6% | $4,027-10.0% |
| Admin fee / account holder | $2,101 | $4,395-52.2% | $5,329-60.6% | $5,403-61.1% |