Filed December 10, 2021 (most recent of 2 filings on file)
Total covered: 2 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,147 | $60,124+79.9% | $90,404+19.6% | $79,858+35.4% |
| Participation rate | 89.7% | 65.0%+24.7pp | 72.7%+17.0pp | 69.6%+20.0pp |
| Annual return | 11.16% | 71.94%-60.8pp | 1293.02%-1281.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $8,067 | $2,068+290.2% | $3,262+147.3% | $2,471+226.5% |
| Participant deferral / active EE | $4,091 | $2,938+39.2% | $3,963+3.2% | $3,740+9.4% |
| Admin fee / account holder | $9,578 | $3,976+140.9% | $5,611+70.7% | $5,306+80.5% |