Filed November 25, 2022
Total covered: 5 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,215 | $106,515+166.8% | $96,683+194.0% | $139,434+103.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.42% | 38.43%-16.0pp | 35.69%-13.3pp | 372.94%-350.5pp |
| Employer contribution / active EE | $4,919 | $4,103+19.9% | $3,737+31.6% | $4,751+3.5% |
| Participant deferral / active EE | $10,833 | $5,454+98.6% | $4,878+122.1% | $6,710+61.4% |
| Admin fee / account holder | $1,471 | $7,877-81.3% | $6,730-78.1% | $11,403-87.1% |