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 | $33,220 | $37,393-11.2% | $77,024-56.9% | $66,914-50.4% |
| Participation rate | 98.1% | 52.9%+45.2pp | 67.9%+30.2pp | 69.8%+28.3pp |
| Annual return | -16.88% | -3.29%-13.6pp | 42.32%-59.2pp | 1.58%-18.5pp |
| Employer contribution / active EE | $3,546 | $1,531+131.6% | $2,812+26.1% | $2,544+39.4% |
| Participant deferral / active EE | $3,654 | $2,617+39.6% | $4,426-17.4% | $4,237-13.7% |
| Admin fee / account holder | $3,647 | $567+543.5% | $5,425-32.8% | $593+514.8% |