Filed September 11, 2023 (most recent of 3 filings on file)
Total covered: 2 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 | $181,474 | $99,020+83.3% | $86,590+109.6% | $147,584+23.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.02% | 1312.34%-1293.3pp | 964.84%-945.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $11,050 | $3,132+252.8% | $2,839+289.2% | $4,876+126.6% |
| Participant deferral / active EE | $8,108 | $3,972+104.1% | $3,609+124.7% | $5,439+49.1% |
| Admin fee / account holder | $43,407 | $5,710+660.2% | $4,906+784.8% | $10,885+298.8% |