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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,194 | $59,107-13.4% | $86,436-40.8% | $68,494-25.3% |
| Participation rate | 75.5% | 75.2%+0.3pp | 80.3%-4.8pp | 67.9%+7.6pp |
| Annual return | -19.18% | -0.23%-18.9pp | 4394.89%-4414.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,572 | $2,519+2.1% | $3,769-31.8% | $2,596-0.9% |
| Participant deferral / active EE | $4,135 | $5,901-29.9% | $6,952-40.5% | $4,027+2.7% |
| Admin fee / account holder | $11,242 | $5,637+99.4% | $6,731+67.0% | $5,403+108.1% |