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 | $64,102 | $68,346-6.2% | $94,646-32.3% | $75,163-14.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 13.86% | 616.93%-603.1pp | 156.71%-142.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $4,306 | $2,701+59.4% | $3,672+17.3% | $2,670+61.3% |
| Participant deferral / active EE | $6,415 | $6,537-1.9% | $7,418-13.5% | $4,125+55.5% |
| Admin fee / account holder | $2,659 | $5,326-50.1% | $7,231-63.2% | $5,651-53.0% |