Filed February 27, 2023 (most recent of 5 filings on file)
Total covered: 4 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 | $240,497 | $53,822+346.8% | $75,696+217.7% | $85,850+180.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 32.66% | 24.54%+8.1pp | 104.53%-71.9pp | 318.53%-285.9pp |
| Employer contribution / active EE | $11,176 | $2,017+454.2% | $2,743+307.5% | $2,565+335.7% |
| Participant deferral / active EE | $3,259 | $2,895+12.6% | $3,821-14.7% | $3,952-17.5% |
| Admin fee / account holder | $468 | $3,343-86.0% | $3,619-87.1% | $6,260-92.5% |