Filed August 18, 2023 (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 | $99,716 | $74,888+33.2% | $71,209+40.0% | $142,382-30.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 14.52% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,332 | $2,854+86.8% | $2,721+96.0% | $4,299+24.0% |
| Participant deferral / active EE | $6,192 | $4,454+39.0% | $4,175+48.3% | $6,507-4.8% |
| Admin fee / account holder | $5,260 | $5,568-5.5% | $5,349-1.7% | $12,624-58.3% |