Filed September 30, 2025
Total covered: 103 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.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,090 | $100,041-85.9% | $149,718-90.6% | $70,131-79.9% |
| Participation rate | 91.1% | 83.6%+7.6pp | 87.1%+4.1pp | 69.5%+21.6pp |
| Annual return | 16.35% | 27.43%-11.1pp | 1501.63%-1485.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $405 | $3,662-89.0% | $5,445-92.6% | $2,342-82.7% |
| Participant deferral / active EE | $1,922 | $4,983-61.4% | $6,569-70.7% | $3,332-42.3% |
| Admin fee / account holder | $1,009 | $8,286-87.8% | $11,283-91.1% | $4,645-78.3% |