Filed March 28, 2024 (most recent of 2 filings on file)
Total covered: 3 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 | $31,995 | $63,346-49.5% | $92,233-65.3% | $70,131-54.4% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 21.30% | 530.12%-508.8pp | 176.28%-155.0pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,418 | $2,471-42.6% | $3,679-61.5% | $2,342-39.5% |
| Participant deferral / active EE | $2,432 | $2,854-14.8% | $3,897-37.6% | $3,332-27.0% |
| Admin fee / account holder | $3,269 | $3,840-14.9% | $5,194-37.1% | $4,645-29.6% |