Filed December 27, 2024 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,772 | $160,055-85.8% | $140,016-83.7% | $135,375-83.2% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -0.86% | 911.38%-912.2pp | 651.12%-652.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $1,443 | $6,420-77.5% | $5,606-74.3% | $4,779-69.8% |
| Participant deferral / active EE | $1,551 | $7,642-79.7% | $6,927-77.6% | $5,609-72.4% |
| Admin fee / account holder | $1,395 | $13,328-89.5% | $10,705-87.0% | $10,827-87.1% |