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 | $43,857 | $171,865-74.5% | $149,718-70.7% | $147,584-70.3% |
| Participation rate | 95.8% | 88.2%+7.6pp | 87.1%+8.8pp | 82.8%+13.0pp |
| Annual return | 18.56% | 2113.22%-2094.7pp | 1501.63%-1483.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $4,383 | $6,275-30.2% | $5,445-19.5% | $4,876-10.1% |
| Participant deferral / active EE | $9,966 | $7,271+37.1% | $6,569+51.7% | $5,439+83.2% |
| Admin fee / account holder | $325 | $13,799-97.6% | $11,283-97.1% | $10,885-97.0% |