Filed December 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 9-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 | $371,252 | $214,378+73.2% | $200,582+85.1% | $142,382+160.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.02% | 46.41%-34.4pp | 42.33%-30.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $23,148 | $6,841+238.3% | $6,419+260.6% | $4,299+438.4% |
| Participant deferral / active EE | $12,625 | $9,865+28.0% | $9,331+35.3% | $6,507+94.0% |
| Admin fee / account holder | $2,424 | $17,692-86.3% | $16,305-85.1% | $12,624-80.8% |