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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,822 | $197,591-43.4% | $177,821-37.1% | $158,922-29.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.04% | 58.76%-57.7pp | 48.32%-47.3pp | 302.83%-301.8pp |
| Employer contribution / active EE | $6,908 | $6,697+3.1% | $5,918+16.7% | $4,761+45.1% |
| Participant deferral / active EE | $1,671 | $8,405-80.1% | $7,714-78.3% | $5,982-72.1% |
| Admin fee / account holder | $301 | $15,399-98.0% | $12,427-97.6% | $11,246-97.3% |