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.
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 | $30,471 | $56,897-46.4% | $84,750-64.0% | $62,891-51.5% |
| Participation rate | 38.3% | 68.5%-30.2pp | 76.6%-38.3pp | 69.3%-31.0pp |
| Annual return | 5.56% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $875 | $2,709-67.7% | $3,712-76.4% | $3,203-72.7% |
| Admin fee / account holder | $5,136 | $3,581+43.4% | $5,332-3.7% | $4,296+19.6% |