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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,804 | $91,190+197.0% | $178,490+51.7% | $79,858+239.1% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 11.89% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $11,290 | $3,256+246.8% | $5,011+125.3% | $2,471+356.9% |
| Participant deferral / active EE | $8,220 | $3,236+154.0% | $5,202+58.0% | $3,740+119.8% |
| Admin fee / account holder | $2,738 | $6,751-59.4% | $13,984-80.4% | $5,306-48.4% |