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 | $110,877 | $64,324+72.4% | $118,925-6.8% | $79,858+38.8% |
| Participation rate | 96.9% | 64.9%+32.0pp | 75.4%+21.5pp | 69.6%+27.2pp |
| Annual return | 19.81% | 86.45%-66.6pp | 35.88%-16.1pp | 31.71%-11.9pp |
| Employer contribution / active EE | $5,854 | $1,836+218.8% | $3,263+79.4% | $2,471+136.9% |
| Participant deferral / active EE | $4,684 | $2,824+65.9% | $4,265+9.8% | $3,740+25.2% |
| Admin fee / account holder | $2,771 | $4,040-31.4% | $6,581-57.9% | $5,306-47.8% |