Filed January 24, 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 7-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 | $93,180 | $54,350+71.4% | $82,719+12.6% | $68,494+36.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.17% | -13.67%+2.5pp | 701.18%-712.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $20,147 | $2,218+808.3% | $3,009+569.6% | $2,596+676.0% |
| Participant deferral / active EE | $14,319 | $3,246+341.1% | $4,395+225.8% | $4,027+255.6% |
| Admin fee / account holder | $2,507 | $4,395-43.0% | $5,329-53.0% | $5,403-53.6% |