Filed February 28, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,195 | $209,832+103.6% | $189,513+125.4% | $167,490+155.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.16% | 748.27%-736.1pp | 555.15%-543.0pp | 478.56%-466.4pp |
| Employer contribution / active EE | $14,224 | $6,914+105.7% | $6,162+130.9% | $4,837+194.0% |
| Participant deferral / active EE | $18,540 | $8,935+107.5% | $8,221+125.5% | $6,341+192.4% |
| Admin fee / account holder | $3,559 | $14,293-75.1% | $12,045-70.5% | $12,309-71.1% |