Filed April 29, 2025 (most recent of 3 filings on file)
Total covered: 10 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 | $64,886 | $89,739-27.7% | $149,718-56.7% | $62,292+4.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.01% | 21.01%-5.0pp | 1501.63%-1485.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $3,515 | $3,233+8.7% | $5,445-35.4% | $2,042+72.1% |
| Participant deferral / active EE | $3,983 | $4,797-17.0% | $6,569-39.4% | $3,169+25.7% |
| Admin fee / account holder | $5,604 | $551+916.5% | $11,283-50.3% | $479+1069.0% |