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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,975 | $129,942-81.5% | $104,294-77.0% | $134,475-82.2% |
| Participation rate | 79.2% | 79.5%-0.4pp | 73.3%+5.9pp | 81.2%-2.1pp |
| Annual return | -12.52% | 42.03%-54.6pp | 24.61%-37.1pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,210 | $4,184-71.1% | $3,372-64.1% | $4,740-74.5% |
| Participant deferral / active EE | $759 | $5,588-86.4% | $4,625-83.6% | $6,400-88.1% |
| Admin fee / account holder | $1,747 | $9,323-81.3% | $7,339-76.2% | $11,426-84.7% |