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.
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 | $8,937 | $54,705-83.7% | $71,209-87.4% | $84,808-89.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.25% | 35.90%-20.6pp | 282.51%-267.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,638 | $2,158+22.3% | $2,721-3.0% | $2,631+0.3% |
| Participant deferral / active EE | $1,440 | $3,030-52.5% | $4,175-65.5% | $4,212-65.8% |
| Admin fee / account holder | $4,281 | $4,863-12.0% | $5,349-20.0% | $7,344-41.7% |