Filed October 31, 2024
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 9-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 | $19,167 | $49,227-61.1% | $70,449-72.8% | $79,858-76.0% |
| Participation rate | 91.7% | 69.2%+22.5pp | 75.1%+16.6pp | 69.6%+22.0pp |
| Annual return | 32.88% | 30.06%+2.8pp | 109.03%-76.1pp | 31.71%+1.2pp |
| Employer contribution / active EE | $1,581 | $2,099-24.7% | $2,737-42.2% | $2,471-36.0% |
| Participant deferral / active EE | $3,942 | $2,768+42.4% | $3,709+6.3% | $3,740+5.4% |
| Admin fee / account holder | $376 | $2,878-86.9% | $3,845-90.2% | $5,306-92.9% |