Filed June 30, 2021
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,944 | $104,907-26.7% | $84,611-9.1% | $152,861-49.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 3.60% | 373.79%-370.2pp | 258.74%-255.1pp | 345.32%-341.7pp |
| Employer contribution / active EE | $1,427 | $3,302-56.8% | $2,652-46.2% | $4,762-70.0% |
| Participant deferral / active EE | $4,742 | $4,688+1.2% | $3,899+21.6% | $5,850-18.9% |
| Admin fee / account holder | $3,955 | $6,241-36.6% | $4,912-19.5% | $11,596-65.9% |