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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,584 | $93,571+248.0% | $135,903+139.6% | $75,163+333.2% |
| Participation rate | 93.9% | 75.2%+18.8pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 261.70% | 30.90%+230.8pp | 68.23%+193.5pp | 160.62%+101.1pp |
| Employer contribution / active EE | $8,161 | $3,537+130.7% | $4,856+68.0% | $2,670+205.7% |
| Participant deferral / active EE | $263 | $6,404-95.9% | $7,758-96.6% | $4,125-93.6% |
| Admin fee / account holder | $3,574 | $6,975-48.8% | $10,762-66.8% | $5,651-36.8% |