Filed March 21, 2025 (most recent of 3 filings on file)
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,593 | $57,281+234.5% | $86,612+121.2% | $75,163+154.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.68% | 2670.75%-2651.1pp | 591.07%-571.4pp | 160.62%-140.9pp |
| Employer contribution / active EE | $11,565 | $2,314+399.7% | $3,022+282.6% | $2,670+333.2% |
| Participant deferral / active EE | $11,039 | $3,318+232.7% | $4,438+148.8% | $4,125+167.6% |
| Admin fee / account holder | $14,341 | $4,112+248.8% | $5,614+155.4% | $5,651+153.8% |