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 | $95,266-14.3% | $82,389-0.9% | $142,382-42.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 13.72% | 25.74%-12.0pp | 28.67%-15.0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $723 | $2,991-75.8% | $2,517-71.3% | $4,299-83.2% |
| Participant deferral / active EE | $1,921 | $4,809-60.1% | $4,155-53.8% | $6,507-70.5% |
| Admin fee / account holder | $777 | $8,563-90.9% | $7,231-89.3% | $12,624-93.8% |