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 | $22,038 | $47,944-54.0% | $67,834-67.5% | $62,891-65.0% |
| Participation rate | 80.8% | 61.1%+19.7pp | 68.8%+12.0pp | 69.3%+11.5pp |
| Annual return | 6.17% | 11.77%-5.6pp | 138.47%-132.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $857 | $1,562-45.1% | $2,403-64.3% | $2,281-62.4% |
| Participant deferral / active EE | $3,264 | $2,247+45.3% | $3,160+3.3% | $3,203+1.9% |
| Admin fee / account holder | $623 | $3,712-83.2% | $4,622-86.5% | $4,296-85.5% |