Filed August 18, 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 | $60,864 | $57,281+6.3% | $86,612-29.7% | $75,163-19.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.02% | 2670.75%-2656.7pp | 591.07%-577.0pp | 160.62%-146.6pp |
| Employer contribution / active EE | $4,127 | $2,314+78.3% | $3,022+36.6% | $2,670+54.6% |
| Participant deferral / active EE | $3,554 | $3,318+7.1% | $4,438-19.9% | $4,125-13.8% |
| Admin fee / account holder | $3,553 | $4,112-13.6% | $5,614-36.7% | $5,651-37.1% |