Filed December 27, 2019 (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 | $152,625 | $105,998+44.0% | $92,233+65.5% | $147,584+3.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 13.36% | 50.05%-36.7pp | 176.28%-162.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $3,022 | $4,333-30.3% | $3,679-17.9% | $4,876-38.0% |
| Participant deferral / active EE | $7,158 | $4,478+59.9% | $3,897+83.7% | $5,439+31.6% |
| Admin fee / account holder | $37,763 | $6,332+496.4% | $5,194+627.1% | $10,885+246.9% |