Filed December 9, 2025
Total covered: 5 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,884 | $171,865-83.2% | $149,718-80.7% | $147,584-80.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.39% | 2113.22%-2104.8pp | 1501.63%-1493.2pp | 578.55%-570.2pp |
| Employer contribution / active EE | $1,347 | $6,275-78.5% | $5,445-75.3% | $4,876-72.4% |
| Participant deferral / active EE | $910 | $7,271-87.5% | $6,569-86.2% | $5,439-83.3% |
| Admin fee / account holder | $359 | $13,799-97.4% | $11,283-96.8% | $10,885-96.7% |