Filed July 2, 2024 (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.
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 | $179,113 | $56,199+218.7% | $67,652+164.8% | $59,632+200.4% |
| Participation rate | 95.8% | 71.5%+24.3pp | 75.7%+20.1pp | 68.7%+27.1pp |
| Annual return | 110.19% | 18505.31%-18395.1pp | 6625.04%-6514.8pp | 2041.28%-1931.1pp |
| Employer contribution / active EE | $6,298 | $1,614+290.1% | $2,266+178.0% | $2,203+185.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,779 | $3,958-29.8% | $4,821-42.3% | $4,297-35.3% |