Filed December 2, 2024
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,324 | $277,327-57.7% | $154,107-23.9% | - |
| Participation rate | 99.0% | 62.7%+36.3pp | 83.0%+16.0pp | - |
| Annual return | -5.43% | -3.82%-1.6pp | 735.12%-740.6pp | - |
| Employer contribution / active EE | $5,782 | $1,922+200.9% | $5,298+9.1% | - |
| Participant deferral / active EE | $4,304 | $1,965+119.0% | $5,081-15.3% | - |
| Admin fee / account holder | $429 | $104,675-99.6% | $13,411-96.8% | - |