Filed April 12, 2024 (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 | $53,106 | $27,641+92.1% | $61,373-13.5% | $68,494-22.5% |
| Participation rate | 98.4% | 39.5%+58.9pp | 52.6%+45.8pp | 67.9%+30.5pp |
| Annual return | -14.52% | -13.24%-1.3pp | 338.61%-353.1pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,090 | $695+344.3% | $1,159+166.5% | $2,596+19.0% |
| Participant deferral / active EE | $6,546 | $1,263+418.3% | $2,125+208.1% | $4,027+62.6% |
| Admin fee / account holder | $1,236 | $2,010-38.5% | $2,130-42.0% | $5,403-77.1% |