Filed December 16, 2021
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 | $68,554 | $73,933-7.3% | $96,683-29.1% | $75,163-8.8% |
| Participation rate | 86.8% | 66.4%+20.4pp | 74.3%+12.5pp | 67.2%+19.7pp |
| Annual return | 26.20% | 26.70%-0.5pp | 35.69%-9.5pp | 160.62%-134.4pp |
| Employer contribution / active EE | $8,869 | $2,928+202.9% | $3,737+137.3% | $2,670+232.2% |
| Participant deferral / active EE | $9,416 | $3,659+157.4% | $4,878+93.0% | $4,125+128.3% |
| Admin fee / account holder | $723 | $5,216-86.1% | $6,730-89.3% | $5,651-87.2% |