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 | $228,517 | $138,044+65.5% | $125,339+82.3% | $134,475+69.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.10% | 750.33%-771.4pp | 572.05%-593.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $12,508 | $5,243+138.6% | $4,814+159.9% | $4,740+163.9% |
| Participant deferral / active EE | $11,527 | $7,799+47.8% | $7,446+54.8% | $6,400+80.1% |
| Admin fee / account holder | $1,742 | $11,571-84.9% | $10,010-82.6% | $11,426-84.8% |