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 | $61,528 | $110,094-44.1% | $151,611-59.4% | $68,494-10.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.60% | -10.12%-3.5pp | 3.33%-16.9pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,030 | $4,471-32.2% | $6,166-50.9% | $2,596+16.7% |
| Participant deferral / active EE | $5,023 | $6,527-23.0% | $8,363-39.9% | $4,027+24.7% |
| Admin fee / account holder | $2,785 | $7,719-63.9% | $11,616-76.0% | $5,403-48.5% |