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 | $16,412 | $109,359-85.0% | $162,163-89.9% | $72,985-77.5% |
| Participation rate | 91.4% | 84.3%+7.1pp | 87.6%+3.8pp | 69.5%+21.9pp |
| Annual return | 33.31% | 25.46%+7.9pp | 115.59%-82.3pp | 81.00%-47.7pp |
| Employer contribution / active EE | $412 | $3,907-89.5% | $5,614-92.7% | $2,440-83.1% |
| Participant deferral / active EE | $1,840 | $5,481-66.4% | $7,298-74.8% | $3,607-49.0% |
| Admin fee / account holder | $995 | $7,972-87.5% | $10,843-90.8% | $5,124-80.6% |