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 | $140,449 | $167,484-16.1% | $151,611-7.4% | $134,475+4.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.30% | 7.80%-26.1pp | 3.33%-21.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,113 | $6,829-69.1% | $6,166-65.7% | $4,740-55.4% |
| Participant deferral / active EE | $3,200 | $8,986-64.4% | $8,363-61.7% | $6,400-50.0% |
| Admin fee / account holder | $1,015 | $13,783-92.6% | $11,616-91.3% | $11,426-91.1% |