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 | $25,091 | $110,094-77.2% | $151,611-83.5% | $68,494-63.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -16.22% | -10.12%-6.1pp | 3.33%-19.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $410 | $4,471-90.8% | $6,166-93.4% | $2,596-84.2% |
| Participant deferral / active EE | $2,317 | $6,527-64.5% | $8,363-72.3% | $4,027-42.5% |
| Admin fee / account holder | $1,896 | $7,719-75.4% | $11,616-83.7% | $5,403-64.9% |