Filed January 3, 2025
Total covered: 8 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,644 | $100,041-64.4% | $149,718-76.2% | $70,131-49.2% |
| Participation rate | 86.7% | 83.6%+3.1pp | 87.1%-0.4pp | 69.5%+17.1pp |
| Annual return | 16.40% | 27.43%-11.0pp | 1501.63%-1485.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,477 | $3,662-59.7% | $5,445-72.9% | $2,342-37.0% |
| Participant deferral / active EE | $2,451 | $4,983-50.8% | $6,569-62.7% | $3,332-26.4% |
| Admin fee / account holder | $431 | $8,286-94.8% | $11,283-96.2% | $4,645-90.7% |