Filed February 27, 2024 (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 | $143,984 | $53,127+171.0% | $86,590+66.3% | $70,131+105.3% |
| Participation rate | 93.3% | 65.3%+28.0pp | 73.5%+19.8pp | 69.5%+23.8pp |
| Annual return | 13.59% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $11,145 | $2,068+438.9% | $2,839+292.5% | $2,342+375.8% |
| Participant deferral / active EE | $8,578 | $2,696+218.2% | $3,609+137.7% | $3,332+157.5% |
| Admin fee / account holder | $5,727 | $3,585+59.7% | $4,906+16.7% | $4,645+23.3% |