Filed January 28, 2025 (most recent of 2 filings on file)
Total covered: 5 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $75,140 | $81,460-7.8% | $103,333-27.3% | $80,856-7.1% |
| Participation rate | 68.2% | 66.8%+1.3pp | 74.5%-6.3pp | 67.6%+0.5pp |
| Annual return | 14.47% | 25.55%-11.1pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $464 | $3,105-85.1% | $3,868-88.0% | $2,755-83.2% |
| Participant deferral / active EE | $4,386 | $3,869+13.4% | $5,057-13.3% | $4,296+2.1% |
| Admin fee / account holder | $2,464 | $6,566-62.5% | $8,355-70.5% | $6,918-64.4% |