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 | $66,893 | $137,414-51.3% | $189,513-64.7% | $85,850-22.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 34.22% | 38.14%-3.9pp | 555.15%-520.9pp | 318.53%-284.3pp |
| Employer contribution / active EE | $2,667 | $4,344-38.6% | $6,162-56.7% | $2,565+4.0% |
| Participant deferral / active EE | $5,025 | $6,260-19.7% | $8,221-38.9% | $3,952+27.2% |
| Admin fee / account holder | $2,629 | $8,630-69.5% | $12,045-78.2% | $6,260-58.0% |