Filed April 29, 2022
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 9-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 | $34,901 | $183,540-81.0% | $92,893-62.4% | - |
| Participation rate | 0.0% | 69.1%-69.1pp | 76.0%-76.0pp | - |
| Annual return | 27.72% | 7.80%+19.9pp | 109.41%-81.7pp | - |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,653-100.0% | - |
| Participant deferral / active EE | $0 | $3,031-100.0% | $4,236-100.0% | - |
| Admin fee / account holder | $1,128 | $9,074-87.6% | $5,794-80.5% | - |