Filed October 9, 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 | $64,568 | $85,766-24.7% | $136,294-52.6% | $70,131-7.9% |
| Participation rate | 77.4% | 74.2%+3.3pp | 81.9%-4.5pp | 69.5%+7.9pp |
| Annual return | 17.74% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $8,770 | $2,966+195.7% | $4,695+86.8% | $2,342+274.4% |
| Participant deferral / active EE | $4,121 | $5,051-18.4% | $6,247-34.0% | $3,332+23.7% |
| Admin fee / account holder | $831 | $5,420-84.7% | $9,243-91.0% | $4,645-82.1% |