Filed February 25, 2025 (most recent of 4 filings on file)
Total covered: 3 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 | $108,599 | $138,347-21.5% | $184,203-41.0% | $80,856+34.3% |
| Participation rate | 98.7% | 83.9%+14.8pp | 86.8%+11.8pp | 67.6%+31.0pp |
| Annual return | 15.70% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,047 | $4,850-16.6% | $6,427-37.0% | $2,755+46.9% |
| Participant deferral / active EE | $5,281 | $7,071-25.3% | $9,131-42.2% | $4,296+22.9% |
| Admin fee / account holder | $2,358 | $10,483-77.5% | $13,901-83.0% | $6,918-65.9% |