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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,438 | $64,324-63.6% | $118,925-80.3% | $79,858-70.7% |
| Participation rate | 92.3% | 64.9%+27.5pp | 75.4%+16.9pp | 69.6%+22.7pp |
| Annual return | 8.80% | 86.45%-77.6pp | 35.88%-27.1pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,096 | $1,836-40.3% | $3,263-66.4% | $2,471-55.6% |
| Participant deferral / active EE | $551 | $2,824-80.5% | $4,265-87.1% | $3,740-85.3% |
| Admin fee / account holder | $7,378 | $4,040+82.6% | $6,581+12.1% | $5,306+39.0% |