Filed May 21, 2024 (most recent of 4 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $223,170 | $157,256+41.9% | $141,162+58.1% | $152,861+46.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.96% | 64.32%-53.4pp | 71.39%-60.4pp | 345.32%-334.4pp |
| Employer contribution / active EE | $10,150 | $5,261+92.9% | $4,735+114.4% | $4,762+113.1% |
| Participant deferral / active EE | $6,934 | $7,109-2.5% | $6,709+3.4% | $5,850+18.5% |
| Admin fee / account holder | $4,476 | $12,120-63.1% | $10,261-56.4% | $11,596-61.4% |