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 | $125,681 | $102,317+22.8% | $146,958-14.5% | $80,856+55.4% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.2%+13.7pp | 67.6%+28.2pp |
| Annual return | 12.86% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $7,167 | $3,713+93.0% | $4,933+45.3% | $2,755+160.2% |
| Participant deferral / active EE | $9,522 | $6,644+43.3% | $8,070+18.0% | $4,296+121.7% |
| Admin fee / account holder | $37,288 | $7,941+369.5% | $12,998+186.9% | $6,918+439.0% |