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 | $245,223 | $175,202+40.0% | $149,673+63.8% | $139,434+75.9% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 14.03% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $17,233 | $5,474+214.8% | $4,818+257.7% | $4,751+262.7% |
| Participant deferral / active EE | $12,117 | $6,519+85.9% | $5,680+113.3% | $6,710+80.6% |
| Admin fee / account holder | $78,983 | $16,150+389.1% | $13,210+497.9% | $11,403+592.7% |