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 | $74,462 | $125,758-40.8% | $169,993-56.2% | $75,163-0.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.05% | 27.20%-10.1pp | 53.37%-36.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,334 | $4,615-27.7% | $6,785-50.9% | $2,670+24.9% |
| Participant deferral / active EE | $5,418 | $6,837-20.8% | $10,408-47.9% | $4,125+31.3% |
| Admin fee / account holder | $3,195 | $8,173-60.9% | $12,815-75.1% | $5,651-43.5% |