Filed April 4, 2025 (most recent of 3 filings on file)
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,949 | $98,463+24.9% | $119,258+3.1% | $85,850+43.2% |
| Participation rate | 98.8% | 77.6%+21.2pp | 82.7%+16.0pp | 69.3%+29.5pp |
| Annual return | 15.12% | 38.53%-23.4pp | 30.69%-15.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,503 | $3,698-32.3% | $4,384-42.9% | $2,565-2.4% |
| Participant deferral / active EE | $4,909 | $4,942-0.7% | $6,111-19.7% | $3,952+24.2% |
| Admin fee / account holder | $7,394 | $7,493-1.3% | $7,226+2.3% | $6,260+18.1% |