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 | $86,485 | $138,347-37.5% | $184,203-53.0% | $80,856+7.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.14% | 20.02%-7.9pp | 28.81%-16.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,468 | $4,850-28.5% | $6,427-46.0% | $2,755+25.9% |
| Participant deferral / active EE | $5,794 | $7,071-18.1% | $9,131-36.5% | $4,296+34.9% |
| Admin fee / account holder | $5,607 | $10,483-46.5% | $13,901-59.7% | $6,918-18.9% |