Filed January 16, 2025 (most recent of 2 filings on file)
Total covered: 5 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 | $100,134 | $148,978-32.8% | $200,582-50.1% | $84,808+18.1% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 14.39% | 28.16%-13.8pp | 42.33%-27.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,583 | $4,815-4.8% | $6,419-28.6% | $2,631+74.2% |
| Participant deferral / active EE | $11,267 | $7,142+57.7% | $9,331+20.7% | $4,212+167.5% |
| Admin fee / account holder | $9,001 | $13,977-35.6% | $16,305-44.8% | $7,344+22.6% |