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 | $228,587 | $67,331+239.5% | $60,874+275.5% | $134,475+70.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.55% | 49.93%-65.5pp | 16.90%-32.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $11,719 | $3,096+278.5% | $2,701+333.8% | $4,740+147.3% |
| Participant deferral / active EE | $4,337 | $4,538-4.4% | $3,817+13.6% | $6,400-32.2% |
| Admin fee / account holder | $2,452 | $4,582-46.5% | $3,224-23.9% | $11,426-78.5% |