Filed April 29, 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 | $88,852 | $58,208+52.6% | $81,812+8.6% | $80,856+9.9% |
| Participation rate | 97.0% | 63.4%+33.6pp | 72.3%+24.6pp | 67.6%+29.3pp |
| Annual return | 14.32% | 41.66%-27.3pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $5,193 | $2,340+121.9% | $2,912+78.3% | $2,755+88.5% |
| Participant deferral / active EE | $8,044 | $3,281+145.2% | $4,319+86.3% | $4,296+87.3% |
| Admin fee / account holder | $10,193 | $4,981+104.6% | $7,386+38.0% | $6,918+47.3% |