Filed January 3, 2025
Total covered: 8 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,325 | $109,359-59.5% | $162,163-72.7% | $72,985-39.3% |
| Participation rate | 74.4% | 84.3%-9.9pp | 87.6%-13.2pp | 69.5%+4.9pp |
| Annual return | 35.29% | 25.46%+9.8pp | 115.59%-80.3pp | 81.00%-45.7pp |
| Employer contribution / active EE | $921 | $3,907-76.4% | $5,614-83.6% | $2,440-62.2% |
| Participant deferral / active EE | $2,497 | $5,481-54.4% | $7,298-65.8% | $3,607-30.8% |
| Admin fee / account holder | $559 | $7,972-93.0% | $10,843-94.8% | $5,124-89.1% |