Filed September 10, 2021 (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 | $81,664 | $87,166-6.3% | $76,735+6.4% | $137,256-40.5% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 13.72% | 26.50%-12.8pp | 29.77%-16.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $723 | $2,904-75.1% | $2,454-70.5% | $4,156-82.6% |
| Participant deferral / active EE | $1,921 | $4,726-59.4% | $4,088-53.0% | $6,407-70.0% |
| Admin fee / account holder | $777 | $8,403-90.8% | $7,189-89.2% | $12,270-93.7% |