Filed August 9, 2024 (most recent of 5 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 | $58,989 | $60,349-2.3% | $74,183-20.5% | $62,891-6.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.89% | 21.37%-14.5pp | 17.74%-10.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,982 | $1,680+18.0% | $2,370-16.4% | $2,281-13.1% |
| Participant deferral / active EE | $4,206 | $2,856+47.3% | $3,550+18.5% | $3,203+31.3% |
| Admin fee / account holder | $618 | $4,261-85.5% | $5,586-88.9% | $4,296-85.6% |