Filed March 27, 2024 (most recent of 2 filings on file)
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 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,118 | $48,277-45.9% | $67,511-61.3% | $80,874-67.7% |
| Participation rate | 91.8% | 66.4%+25.4pp | 72.9%+18.9pp | 67.6%+24.2pp |
| Annual return | 14.46% | 18.27%-3.8pp | 3517.41%-3502.9pp | 35.62%-21.2pp |
| Employer contribution / active EE | $2,209 | $2,021+9.3% | $2,733-19.2% | $2,756-19.8% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,103 | $3,687-43.0% | $3,999-47.4% | $6,935-69.7% |