Filed June 10, 2021 (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 5-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,256 | $122,239-71.2% | $184,203-80.9% | $74,495-52.7% |
| Participation rate | 87.3% | 85.5%+1.8pp | 86.8%+0.4pp | 67.2%+20.1pp |
| Annual return | 102.79% | 19.95%+82.8pp | 28.81%+74.0pp | 1364.94%-1262.1pp |
| Employer contribution / active EE | $1,828 | $4,537-59.7% | $6,427-71.6% | $2,623-30.3% |
| Participant deferral / active EE | $4,150 | $7,139-41.9% | $9,131-54.6% | $4,346-4.5% |
| Admin fee / account holder | $12,630 | $1,260+902.7% | $13,901-9.1% | $1,942+550.5% |