Filed March 15, 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 | $60,665 | $63,346-4.2% | $92,233-34.2% | $70,131-13.5% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 14.70% | 530.12%-515.4pp | 176.28%-161.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $976 | $2,471-60.5% | $3,679-73.5% | $2,342-58.3% |
| Participant deferral / active EE | $3,669 | $2,854+28.6% | $3,897-5.8% | $3,332+10.1% |
| Admin fee / account holder | $7,100 | $3,840+84.9% | $5,194+36.7% | $4,645+52.8% |