Filed November 12, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,091 | $99,985+78.1% | $146,665+21.4% | $85,850+107.4% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.6pp |
| Annual return | 8.31% | 18.93%-10.6pp | 22.74%-14.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $1,887 | $2,559-26.3% | $4,136-54.4% | $2,565-26.4% |
| Participant deferral / active EE | $7,473 | $4,006+86.6% | $5,506+35.7% | $3,952+89.1% |
| Admin fee / account holder | $4,016 | $7,702-47.9% | $10,280-60.9% | $6,260-35.9% |