Filed June 17, 2025
Total covered: 2 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,809 | $66,310-85.2% | $93,606-89.5% | $65,185-85.0% |
| Participation rate | 99.0% | 74.0%+25.0pp | 75.8%+23.1pp | 70.2%+28.8pp |
| Annual return | 10.48% | 42.58%-32.1pp | 32.76%-22.3pp | 29.38%-18.9pp |
| Employer contribution / active EE | $1,047 | $2,012-48.0% | $2,718-61.5% | $2,177-51.9% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,897-100.0% | $7,888-100.0% | $847-100.0% |