Filed September 9, 2022 (most recent of 2 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.)
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 | $75,919 | $150,440-49.5% | $136,294-44.3% | $147,584-48.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.31% | 1049.08%-1037.8pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,778 | $5,256-47.2% | $4,695-40.8% | $4,876-43.0% |
| Participant deferral / active EE | $7,000 | $6,630+5.6% | $6,247+12.1% | $5,439+28.7% |
| Admin fee / account holder | $2,158 | $10,905-80.2% | $9,243-76.7% | $10,885-80.2% |