Filed May 13, 2025 (most recent of 2 filings on file)
Total covered: 2 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 | $116,169 | $45,152+157.3% | $73,843+57.3% | $59,632+94.8% |
| Participation rate | 76.9% | 64.0%+12.9pp | 73.4%+3.5pp | 68.7%+8.3pp |
| Annual return | -1.36% | 27.40%-28.8pp | 2267.84%-2269.2pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,984 | $1,902+4.3% | $2,787-28.8% | $2,203-9.9% |
| Participant deferral / active EE | $4,933 | $2,574+91.7% | $3,583+37.7% | $3,192+54.6% |
| Admin fee / account holder | $13,660 | $3,516+288.5% | $4,880+179.9% | $4,297+217.9% |