Filed June 27, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,417 | $89,355+29.2% | $141,162-18.2% | $72,985+58.1% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 17.92% | 111.85%-93.9pp | 71.39%-53.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,001 | $3,114-35.7% | $4,735-57.7% | $2,440-18.0% |
| Participant deferral / active EE | $5,810 | $5,418+7.2% | $6,709-13.4% | $3,607+61.0% |
| Admin fee / account holder | $10,373 | $5,958+74.1% | $10,261+1.1% | $5,124+102.4% |