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 | $215,682 | $58,208+270.5% | $81,812+163.6% | $80,856+166.7% |
| Participation rate | 96.2% | 63.4%+32.7pp | 72.3%+23.8pp | 67.6%+28.5pp |
| Annual return | 11.26% | 41.66%-30.4pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $5,173 | $2,340+121.1% | $2,912+77.6% | $2,755+87.8% |
| Participant deferral / active EE | $4,181 | $3,281+27.4% | $4,319-3.2% | $4,296-2.7% |
| Admin fee / account holder | $1,725 | $4,981-65.4% | $7,386-76.6% | $6,918-75.1% |