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.)
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 | $27,390 | $155,788-82.4% | $124,672-78.0% | $167,490-83.6% |
| Participation rate | 95.2% | 81.1%+14.1pp | 74.6%+20.6pp | 82.1%+13.1pp |
| Annual return | 11.39% | 17.97%-6.6pp | 5142.93%-5131.5pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,340 | $4,163-67.8% | $3,324-59.7% | $4,837-72.3% |
| Participant deferral / active EE | $689 | $5,673-87.9% | $4,614-85.1% | $6,341-89.1% |
| Admin fee / account holder | $305 | $9,531-96.8% | $7,493-95.9% | $12,309-97.5% |