Filed July 21, 2021 (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 7-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,266 | $78,672-78.1% | $109,143-84.2% | $85,850-79.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.47% | 25.09%-8.6pp | 25.75%-9.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,999 | $2,735-26.9% | $3,722-46.3% | $2,565-22.1% |
| Participant deferral / active EE | $3,607 | $3,467+4.0% | $4,653-22.5% | $3,952-8.7% |
| Admin fee / account holder | $5,625 | $5,469+2.8% | $6,752-16.7% | $6,260-10.1% |