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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,619 | $125,758-78.0% | $169,993-83.8% | $75,163-63.3% |
| Participation rate | 91.8% | 83.6%+8.2pp | 87.0%+4.8pp | 67.2%+24.6pp |
| Annual return | 16.50% | 27.20%-10.7pp | 53.37%-36.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $539 | $4,615-88.3% | $6,785-92.1% | $2,670-79.8% |
| Participant deferral / active EE | $2,729 | $6,837-60.1% | $10,408-73.8% | $4,125-33.9% |
| Admin fee / account holder | $1,763 | $8,173-78.4% | $12,815-86.2% | $5,651-68.8% |