Filed January 22, 2024 (most recent of 2 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 | $89,520 | $125,758-28.8% | $169,993-47.3% | $75,163+19.1% |
| Participation rate | 86.8% | 83.6%+3.3pp | 87.0%-0.2pp | 67.2%+19.7pp |
| Annual return | 22.82% | 27.20%-4.4pp | 53.37%-30.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $2,215 | $4,615-52.0% | $6,785-67.3% | $2,670-17.0% |
| Participant deferral / active EE | $10,298 | $6,837+50.6% | $10,408-1.1% | $4,125+149.6% |
| Admin fee / account holder | $4,287 | $8,173-47.6% | $12,815-66.5% | $5,651-24.1% |