Filed October 24, 2019 (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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,090 | $107,334+133.9% | $92,893+170.3% | $152,861+64.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.62% | 145.58%-130.0pp | 109.41%-93.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $7,140 | $4,221+69.1% | $3,653+95.5% | $4,762+49.9% |
| Participant deferral / active EE | $5,172 | $4,845+6.8% | $4,236+22.1% | $5,850-11.6% |
| Admin fee / account holder | $5,037 | $7,079-28.9% | $5,794-13.1% | $11,596-56.6% |