Filed March 2, 2022
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 | $75,459 | $75,828-0.5% | $147,614-48.9% | $59,632+26.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.71% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $5,612 | $3,485+61.1% | $5,564+0.9% | $2,203+154.8% |
| Participant deferral / active EE | $3,054 | $3,130-2.5% | $4,895-37.6% | $3,192-4.3% |
| Admin fee / account holder | $488 | $5,985-91.8% | $11,611-95.8% | $4,297-88.6% |