Filed January 25, 2024 (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 | $52,905 | $100,041-47.1% | $149,718-64.7% | $70,131-24.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.58% | 27.43%-12.9pp | 1501.63%-1487.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $5,235 | $3,662+43.0% | $5,445-3.8% | $2,342+123.5% |
| Participant deferral / active EE | $5,395 | $4,983+8.3% | $6,569-17.9% | $3,332+61.9% |
| Admin fee / account holder | $360 | $8,286-95.7% | $11,283-96.8% | $4,645-92.2% |