Filed December 21, 2023 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,061 | $88,751+294.4% | $81,812+327.9% | $145,922+139.9% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.3%+22.7pp | 80.3%+14.7pp |
| Annual return | 25.70% | 1025.40%-999.7pp | 773.79%-748.1pp | 561.29%-535.6pp |
| Employer contribution / active EE | $10,508 | $3,083+240.8% | $2,912+260.8% | $4,660+125.5% |
| Participant deferral / active EE | $16,109 | $4,643+246.9% | $4,319+273.0% | $6,688+140.9% |
| Admin fee / account holder | $11,613 | $8,415+38.0% | $7,386+57.2% | $13,397-13.3% |