Filed December 31, 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 4-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,619 | $82,664+27.8% | $125,339-15.7% | $68,494+54.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | 27.91% | -5.97%+33.9pp | 572.05%-544.1pp | -7.84%+35.7pp |
| Employer contribution / active EE | $17,382 | $3,381+414.1% | $4,814+261.1% | $2,596+569.5% |
| Participant deferral / active EE | $727 | $6,110-88.1% | $7,446-90.2% | $4,027-81.9% |
| Admin fee / account holder | $3,903 | $6,275-37.8% | $10,010-61.0% | $5,403-27.8% |