Filed April 1, 2025 (most recent of 2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,969 | $160,055-50.0% | $140,016-42.9% | $135,375-40.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | 5.20% | 911.38%-906.2pp | 651.12%-645.9pp | 519.73%-514.5pp |
| Employer contribution / active EE | $5,963 | $6,420-7.1% | $5,606+6.4% | $4,779+24.8% |
| Participant deferral / active EE | $1,488 | $7,642-80.5% | $6,927-78.5% | $5,609-73.5% |
| Admin fee / account holder | $542 | $13,328-95.9% | $10,705-94.9% | $10,827-95.0% |