Filed January 7, 2022 (most recent of 3 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,158 | $54,762+66.5% | $90,281+1.0% | $72,985+24.9% |
| Participation rate | 96.0% | 65.1%+30.9pp | 73.3%+22.7pp | 69.5%+26.5pp |
| Annual return | 18.36% | 30.63%-12.3pp | 78.10%-59.7pp | 81.00%-62.6pp |
| Employer contribution / active EE | $4,620 | $2,092+120.8% | $2,854+61.9% | $2,440+89.4% |
| Participant deferral / active EE | $6,130 | $2,887+112.3% | $3,885+57.8% | $3,607+69.9% |
| Admin fee / account holder | $15,067 | $3,972+279.3% | $5,351+181.6% | $5,124+194.0% |