Filed December 22, 2021 (most recent of 4 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 | $103,504 | $138,347-25.2% | $184,203-43.8% | $80,856+28.0% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.7pp | 67.6%+30.9pp |
| Annual return | 14.72% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,222 | $4,850-33.6% | $6,427-49.9% | $2,755+17.0% |
| Participant deferral / active EE | $6,330 | $7,071-10.5% | $9,131-30.7% | $4,296+47.4% |
| Admin fee / account holder | $5,261 | $10,483-49.8% | $13,901-62.2% | $6,918-24.0% |