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.)
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 | $109,138 | $156,846-30.4% | $121,098-9.9% | $139,434-21.7% |
| Participation rate | 93.8% | 76.4%+17.3pp | 69.5%+24.3pp | 80.3%+13.4pp |
| Annual return | 11.41% | 1474.56%-1463.1pp | 985.75%-974.3pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,413 | $5,536-56.4% | $4,164-42.1% | $4,751-49.2% |
| Participant deferral / active EE | $7,675 | $4,844+58.4% | $4,080+88.1% | $6,710+14.4% |
| Admin fee / account holder | $738 | $6,946-89.4% | $5,644-86.9% | $11,403-93.5% |