Filed March 26, 2021
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 | $67,723 | $63,346+6.9% | $92,233-26.6% | $70,131-3.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.06% | 530.12%-515.1pp | 176.28%-161.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $4,955 | $2,471+100.5% | $3,679+34.7% | $2,342+111.5% |
| Participant deferral / active EE | $2,739 | $2,854-4.0% | $3,897-29.7% | $3,332-17.8% |
| Admin fee / account holder | $1,729 | $3,840-55.0% | $5,194-66.7% | $4,645-62.8% |