Filed July 7, 2021 (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 | $227,389 | $202,318+12.4% | $172,739+31.6% | $152,861+48.8% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 17.84% | 1029.65%-1011.8pp | 802.84%-785.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $14,702 | $5,856+151.1% | $5,143+185.9% | $4,762+208.7% |
| Participant deferral / active EE | $11,725 | $5,948+97.1% | $5,198+125.6% | $5,850+100.4% |
| Admin fee / account holder | $27,163 | $17,109+58.8% | $13,954+94.7% | $11,596+134.2% |