Filed January 22, 2020 (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 | $55,624 | $74,888-25.7% | $71,209-21.9% | $142,382-60.9% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 13.07% | 345.14%-332.1pp | 282.51%-269.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,635 | $2,854+97.4% | $2,721+107.1% | $4,299+31.1% |
| Participant deferral / active EE | $8,745 | $4,454+96.3% | $4,175+109.5% | $6,507+34.4% |
| Admin fee / account holder | $828 | $5,568-85.1% | $5,349-84.5% | $12,624-93.4% |