Filed May 28, 2019
Total covered: 35 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 8-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 | $62,421 | $60,124+3.8% | $90,404-31.0% | $79,858-21.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.78% | 71.94%-59.2pp | 1293.02%-1280.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $4,252 | $2,068+105.6% | $3,262+30.3% | $2,471+72.1% |
| Participant deferral / active EE | $7,242 | $2,938+146.5% | $3,963+82.7% | $3,740+93.6% |
| Admin fee / account holder | $499 | $3,976-87.4% | $5,611-91.1% | $5,306-90.6% |