Filed March 31, 2023 (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 | $82,044 | $77,145+6.4% | $108,410-24.3% | $85,850-4.4% |
| Participation rate | 82.6% | 74.7%+7.9pp | 80.1%+2.5pp | 69.3%+13.3pp |
| Annual return | 14.98% | 44.54%-29.6pp | 905.27%-890.3pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,496 | $2,379+4.9% | $3,558-29.9% | $2,565-2.7% |
| Participant deferral / active EE | $4,223 | $5,566-24.1% | $6,563-35.7% | $3,952+6.9% |
| Admin fee / account holder | $6,654 | $5,172+28.7% | $7,295-8.8% | $6,260+6.3% |