Filed June 22, 2021
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,315 | $90,600-66.5% | $79,464-61.9% | $135,375-77.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -14.35% | 977.43%-991.8pp | 718.14%-732.5pp | 519.73%-534.1pp |
| Employer contribution / active EE | $12,817 | $3,068+317.8% | $2,800+357.7% | $4,779+168.2% |
| Participant deferral / active EE | $15,279 | $4,050+277.2% | $3,704+312.5% | $5,609+172.4% |
| Admin fee / account holder | $4,454 | $5,907-24.6% | $5,113-12.9% | $10,827-58.9% |