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 | $92,847 | $89,753+3.4% | $107,525-13.7% | $84,808+9.5% |
| Participation rate | 96.7% | 68.1%+28.7pp | 75.1%+21.6pp | 68.3%+28.4pp |
| Annual return | 43.51% | 29.48%+14.0pp | 181.32%-137.8pp | 40.90%+2.6pp |
| Employer contribution / active EE | $10,040 | $3,113+222.5% | $3,754+167.5% | $2,631+281.6% |
| Participant deferral / active EE | $9,520 | $4,056+134.7% | $5,116+86.1% | $4,212+126.1% |
| Admin fee / account holder | $7,413 | $7,222+2.6% | $8,919-16.9% | $7,344+0.9% |