Filed December 5, 2025
Total covered: 3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,730 | $183,963-82.2% | $162,163-79.8% | $152,861-78.6% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 31.45% | 150.76%-119.3pp | 115.59%-84.1pp | 345.32%-313.9pp |
| Employer contribution / active EE | $1,681 | $6,371-73.6% | $5,614-70.1% | $4,762-64.7% |
| Participant deferral / active EE | $1,881 | $8,034-76.6% | $7,298-74.2% | $5,850-67.8% |
| Admin fee / account holder | $21,866 | $13,121+66.6% | $10,843+101.7% | $11,596+88.6% |