Filed December 13, 2021 (most recent of 3 filings on file)
Total covered: 10 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,103 | $82,032-4.8% | $123,104-36.6% | $59,632+31.0% |
| Participation rate | 73.8% | 83.2%-9.4pp | 86.8%-12.9pp | 68.7%+5.2pp |
| Annual return | -0.55% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,306 | $3,297-60.4% | $5,151-74.7% | $2,203-40.7% |
| Participant deferral / active EE | $2,072 | $4,667-55.6% | $6,230-66.7% | $3,192-35.1% |
| Admin fee / account holder | $1,193 | $5,881-79.7% | $9,015-86.8% | $4,297-72.2% |