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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,322 | $101,724+67.4% | $164,813+3.3% | $80,856+110.6% |
| Participation rate | 72.7% | 71.8%+0.9pp | 78.6%-5.9pp | 67.6%+5.1pp |
| Annual return | 9.90% | 16.72%-6.8pp | 69.93%-60.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,982 | $2,953-32.9% | $4,341-54.3% | $2,755-28.0% |
| Participant deferral / active EE | $7,026 | $4,477+56.9% | $6,031+16.5% | $4,296+63.6% |
| Admin fee / account holder | $13,807 | $8,227+67.8% | $12,690+8.8% | $6,918+99.6% |