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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,371 | $185,822-82.0% | $169,993-80.4% | $139,434-76.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 24.36% | 60.50%-36.1pp | 53.37%-29.0pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,920 | $7,590-74.7% | $6,785-71.7% | $4,751-59.6% |
| Participant deferral / active EE | $2,128 | $11,622-81.7% | $10,408-79.6% | $6,710-68.3% |
| Admin fee / account holder | $1,210 | $15,381-92.1% | $12,815-90.6% | $11,403-89.4% |