Filed April 5, 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 | $228,029 | $100,852+126.1% | $90,404+152.2% | $158,922+43.5% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 16.38% | 1724.20%-1707.8pp | 1293.02%-1276.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $4,927 | $3,689+33.6% | $3,262+51.0% | $4,761+3.5% |
| Participant deferral / active EE | $8,303 | $4,348+91.0% | $3,963+109.5% | $5,982+38.8% |
| Admin fee / account holder | $1,594 | $6,501-75.5% | $5,611-71.6% | $11,246-85.8% |