Filed May 20, 2025 (most recent of 2 filings on file)
Total covered: 20 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 | $88,579 | $48,076+84.2% | $78,689+12.6% | $62,891+40.8% |
| Participation rate | 95.6% | 65.2%+30.4pp | 73.6%+22.0pp | 69.3%+26.3pp |
| Annual return | 8.24% | 31.35%-23.1pp | 62.18%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,805 | $2,015+39.3% | $2,851-1.6% | $2,281+23.0% |
| Participant deferral / active EE | $7,560 | $2,588+192.1% | $3,517+115.0% | $3,203+136.0% |
| Admin fee / account holder | $5,697 | $3,207+77.6% | $4,510+26.3% | $4,296+32.6% |