Filed February 13, 2024
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 | $100,901 | $138,347-27.1% | $184,203-45.2% | $80,856+24.8% |
| Participation rate | 89.3% | 83.9%+5.4pp | 86.8%+2.5pp | 67.6%+21.6pp |
| Annual return | 15.85% | 20.02%-4.2pp | 28.81%-13.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,724 | $4,850-43.8% | $6,427-57.6% | $2,755-1.1% |
| Participant deferral / active EE | $6,268 | $7,071-11.4% | $9,131-31.4% | $4,296+45.9% |
| Admin fee / account holder | $2,257 | $10,483-78.5% | $13,901-83.8% | $6,918-67.4% |