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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,625 | $109,359-63.8% | $162,163-75.6% | $72,985-45.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.39% | 25.46%-7.1pp | 115.59%-97.2pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,735 | $3,907-55.6% | $5,614-69.1% | $2,440-28.9% |
| Participant deferral / active EE | $3,926 | $5,481-28.4% | $7,298-46.2% | $3,607+8.8% |
| Admin fee / account holder | $637 | $7,972-92.0% | $10,843-94.1% | $5,124-87.6% |