Filed January 9, 2025 (most recent of 7 filings on file)
Total covered: 3 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 | $38,599 | $100,041-61.4% | $149,718-74.2% | $70,131-45.0% |
| Participation rate | 91.8% | 83.6%+8.2pp | 87.1%+4.8pp | 69.5%+22.3pp |
| Annual return | 9.89% | 27.43%-17.5pp | 1501.63%-1491.7pp | 73.14%-63.2pp |
| Employer contribution / active EE | $1,640 | $3,662-55.2% | $5,445-69.9% | $2,342-30.0% |
| Participant deferral / active EE | $3,276 | $4,983-34.3% | $6,569-50.1% | $3,332-1.7% |
| Admin fee / account holder | $2,533 | $8,286-69.4% | $11,283-77.6% | $4,645-45.5% |