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 | $154,933 | $109,881+41.0% | $150,045+3.3% | $84,808+82.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.93% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $6,040 | $3,561+69.6% | $4,693+28.7% | $2,631+129.6% |
| Participant deferral / active EE | $11,449 | $6,636+72.5% | $7,997+43.2% | $4,212+171.8% |
| Admin fee / account holder | $12,361 | $8,568+44.3% | $13,435-8.0% | $7,344+68.3% |