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 | $334,663 | $74,888+346.9% | $71,209+370.0% | $142,382+135.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 15.25% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $6,812 | $2,854+138.7% | $2,721+150.4% | $4,299+58.5% |
| Participant deferral / active EE | $12,429 | $4,454+179.0% | $4,175+197.7% | $6,507+91.0% |
| Admin fee / account holder | $2,548 | $5,568-54.2% | $5,349-52.4% | $12,624-79.8% |