Filed February 28, 2024 (most recent of 3 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 | $94,583 | $136,307-30.6% | $106,619-11.3% | $273,961-65.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.22% | 11.05%-4.8pp | 9.42%-3.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $5,604 | $5,190+8.0% | $3,947+42.0% | $4,869+15.1% |
| Participant deferral / active EE | $3,084 | $4,969-37.9% | $3,930-21.5% | $5,287-41.7% |
| Admin fee / account holder | $5,979 | $8,625-30.7% | $6,418-6.8% | $10,132-41.0% |