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.
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 | $123,620 | $91,538+35.0% | $129,995-4.9% | $75,163+64.5% |
| Participation rate | 97.7% | 71.4%+26.3pp | 78.5%+19.2pp | 67.2%+30.5pp |
| Annual return | 13.24% | -631.11%+644.4pp | -137.18%+150.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,972 | $2,845-30.7% | $4,320-54.3% | $2,670-26.1% |
| Participant deferral / active EE | $6,929 | $4,341+59.6% | $5,820+19.1% | $4,125+68.0% |
| Admin fee / account holder | $1,213 | $6,790-82.1% | $10,614-88.6% | $5,651-78.5% |