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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,487 | $82,664+20.4% | $125,339-20.6% | $68,494+45.2% |
| Participation rate | 98.0% | 75.0%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -15.40% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,841 | $3,381+13.6% | $4,814-20.2% | $2,596+48.0% |
| Participant deferral / active EE | $8,959 | $6,110+46.6% | $7,446+20.3% | $4,027+122.5% |
| Admin fee / account holder | $20,857 | $6,275+232.4% | $10,010+108.4% | $5,403+286.1% |