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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,242 | $185,822-78.3% | $169,993-76.3% | $139,434-71.1% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 14.56% | 60.50%-45.9pp | 53.37%-38.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,580 | $7,590-79.2% | $6,785-76.7% | $4,751-66.7% |
| Participant deferral / active EE | $1,692 | $11,622-85.4% | $10,408-83.7% | $6,710-74.8% |
| Admin fee / account holder | $1,276 | $15,381-91.7% | $12,815-90.0% | $11,403-88.8% |