Filed December 22, 2020 (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 | $105,097 | $91,037+15.4% | $71,671+46.6% | $147,584-28.8% |
| Participation rate | 80.0% | 76.1%+3.9pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 16.69% | 20.48%-3.8pp | 20.65%-4.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $6,239 | $3,327+87.5% | $2,460+153.6% | $4,876+27.9% |
| Participant deferral / active EE | $8,646 | $4,498+92.2% | $3,438+151.5% | $5,439+59.0% |
| Admin fee / account holder | $439 | $8,613-94.9% | $5,558-92.1% | $10,885-96.0% |