Filed May 24, 2024 (most recent of 3 filings on file)
Total covered: 7 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 | $178,020 | $94,529+88.3% | $140,016+27.1% | $64,186+177.4% |
| Participation rate | 90.3% | 84.1%+6.2pp | 87.5%+2.8pp | 69.6%+20.8pp |
| Annual return | -5.05% | 7.77%-12.8pp | 651.12%-656.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,298 | $3,812-13.5% | $5,606-41.2% | $2,381+38.5% |
| Participant deferral / active EE | $8,648 | $5,250+64.7% | $6,927+24.8% | $3,470+149.2% |
| Admin fee / account holder | $7,631 | $6,741+13.2% | $10,705-28.7% | $4,888+56.1% |