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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,549 | $48,230+527.3% | $67,502+348.2% | $80,856+274.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 20.14% | 18.28%+1.9pp | 3512.12%-3492.0pp | 35.59%-15.5pp |
| Employer contribution / active EE | $12,952 | $2,020+541.3% | $2,731+374.3% | $2,755+370.2% |
| Participant deferral / active EE | $7,696 | $2,924+163.2% | $4,000+92.4% | $4,296+79.2% |
| Admin fee / account holder | $806 | $3,681-78.1% | $3,998-79.8% | $6,918-88.3% |