Filed May 15, 2024 (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 | $27,537 | $63,346-56.5% | $92,233-70.1% | $70,131-60.7% |
| Participation rate | 82.6% | 68.7%+13.9pp | 76.5%+6.1pp | 69.5%+13.1pp |
| Annual return | 15.12% | 530.12%-515.0pp | 176.28%-161.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,142 | $2,471-13.3% | $3,679-41.8% | $2,342-8.5% |
| Participant deferral / active EE | $3,791 | $2,854+32.9% | $3,897-2.7% | $3,332+13.8% |
| Admin fee / account holder | $2,426 | $3,840-36.8% | $5,194-53.3% | $4,645-47.8% |