Filed April 22, 2021
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 | $96,103 | $112,096-14.3% | $95,952+0.2% | $158,922-39.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.96% | 171.09%-162.1pp | 91.61%-82.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,688 | $3,198-15.9% | $2,541+5.8% | $4,761-43.5% |
| Participant deferral / active EE | $4,804 | $4,784+0.4% | $4,167+15.3% | $5,982-19.7% |
| Admin fee / account holder | $463 | $10,130-95.4% | $6,795-93.2% | $11,246-95.9% |