Filed January 22, 2024 (most recent of 2 filings on file)
Total covered: 6 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 | $110,081 | $76,000+44.8% | $154,107-28.6% | $64,186+71.5% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | -6.85% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $5,889 | $3,351+75.7% | $5,298+11.2% | $2,381+147.3% |
| Participant deferral / active EE | $8,339 | $3,175+162.6% | $5,081+64.1% | $3,470+140.3% |
| Admin fee / account holder | $10,696 | $5,596+91.1% | $13,411-20.2% | $4,888+118.8% |