Filed April 13, 2023 (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 | $134,292 | $102,382+31.2% | $147,005-8.6% | $80,874+66.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 16.44% | 134.89%-118.4pp | 418.76%-402.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $4,329 | $3,715+16.5% | $4,934-12.3% | $2,756+57.1% |
| Participant deferral / active EE | $11,509 | $6,646+73.2% | $8,070+42.6% | $4,297+167.8% |
| Admin fee / account holder | $9,113 | $7,942+14.7% | $13,006-29.9% | $6,935+31.4% |