Filed November 12, 2024 (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 | $107,178 | $72,404+48.0% | $110,238-2.8% | $64,186+67.0% |
| Participation rate | 70.7% | 73.3%-2.6pp | 79.8%-9.1pp | 69.6%+1.2pp |
| Annual return | -2.62% | -6.29%+3.7pp | 314.74%-317.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,039 | $2,282-10.6% | $3,826-46.7% | $2,381-14.3% |
| Participant deferral / active EE | $6,151 | $3,469+77.3% | $4,672+31.7% | $3,470+77.3% |
| Admin fee / account holder | $7,601 | $5,664+34.2% | $8,547-11.1% | $4,888+55.5% |