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 | $393,102 | $70,756+455.6% | $65,493+500.2% | $142,382+176.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.81% | 1754.89%-1736.1pp | 982.45%-963.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $12,938 | $2,881+349.2% | $2,574+402.6% | $4,299+201.0% |
| Participant deferral / active EE | $9,278 | $4,637+100.1% | $3,961+134.2% | $6,507+42.6% |
| Admin fee / account holder | $9,520 | $6,559+45.1% | $5,028+89.3% | $12,624-24.6% |