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 | $151,449 | $96,484+57.0% | $75,886+99.6% | $152,861-0.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.96% | 33.98%-13.0pp | 30.76%-9.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $16,256 | $3,309+391.2% | $2,500+550.1% | $4,762+241.3% |
| Participant deferral / active EE | $24,301 | $4,553+433.7% | $3,603+574.5% | $5,850+315.4% |
| Admin fee / account holder | $579 | $8,078-92.8% | $5,418-89.3% | $11,596-95.0% |