Filed July 14, 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,883 | $39,122+63.3% | $57,179+11.7% | $62,891+1.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.27% | 9.23%-3.0pp | 14.59%-8.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,821 | $1,874+103.9% | $2,682+42.5% | $2,281+67.5% |
| Participant deferral / active EE | $4,594 | $2,374+93.5% | $3,096+48.4% | $3,203+43.4% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |