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.
Employer 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 | $24,572 | $160,055-84.6% | $140,016-82.5% | $135,375-81.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.93% | 911.38%-914.3pp | 651.12%-654.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,286 | $6,420-80.0% | $5,606-77.1% | $4,779-73.1% |
| Participant deferral / active EE | $691 | $7,642-91.0% | $6,927-90.0% | $5,609-87.7% |
| Admin fee / account holder | $494 | $13,328-96.3% | $10,705-95.4% | $10,827-95.4% |