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 | $92,249 | $65,409+41.0% | $98,442-6.3% | $85,850+7.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.34% | 21.76%-9.4pp | 1492.73%-1480.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $4,031 | $2,168+86.0% | $2,960+36.2% | $2,565+57.2% |
| Participant deferral / active EE | $7,716 | $3,166+143.7% | $4,276+80.4% | $3,952+95.2% |
| Admin fee / account holder | $4,400 | $4,593-4.2% | $5,949-26.0% | $6,260-29.7% |