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 | $75,820 | $54,705+38.6% | $71,209+6.5% | $84,808-10.6% |
| Participation rate | 87.9% | 64.1%+23.8pp | 73.8%+14.1pp | 68.3%+19.6pp |
| Annual return | 16.13% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,270 | $2,158+97.9% | $2,721+56.9% | $2,631+62.3% |
| Participant deferral / active EE | $8,278 | $3,030+173.1% | $4,175+98.3% | $4,212+96.5% |
| Admin fee / account holder | $13,322 | $4,863+173.9% | $5,349+149.1% | $7,344+81.4% |