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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,877 | $88,751+210.8% | $81,812+237.2% | $145,922+89.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 11.59% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,516 | $3,083+111.3% | $2,912+123.7% | $4,660+39.8% |
| Participant deferral / active EE | $11,421 | $4,643+146.0% | $4,319+164.5% | $6,688+70.8% |
| Admin fee / account holder | $3,664 | $8,415-56.5% | $7,386-50.4% | $13,397-72.6% |