Filed January 4, 2022 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,374 | $176,662-26.2% | $130,648-0.2% | $152,861-14.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 2.39% | 2692.24%-2689.9pp | 1708.96%-1706.6pp | 345.32%-342.9pp |
| Employer contribution / active EE | $2,926 | $5,742-49.0% | $4,092-28.5% | $4,762-38.6% |
| Participant deferral / active EE | $9,947 | $4,361+128.1% | $3,603+176.1% | $5,850+70.0% |
| Admin fee / account holder | $62,202 | $7,133+772.1% | $5,464+1038.3% | $11,596+436.4% |