Filed January 23, 2023 (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 | $36,091 | $52,279-31.0% | $89,391-59.6% | $79,858-54.8% |
| Participation rate | 98.8% | 57.5%+41.2pp | 68.0%+30.8pp | 69.6%+29.1pp |
| Annual return | 16.42% | 22.16%-5.7pp | 245.62%-229.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $4,485 | $1,572+185.4% | $2,586+73.5% | $2,471+81.5% |
| Participant deferral / active EE | $3,860 | $2,740+40.9% | $3,890-0.8% | $3,740+3.2% |
| Admin fee / account holder | $4,817 | $3,356+43.5% | $4,881-1.3% | $5,306-9.2% |