Filed August 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 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.)
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 | $53,161 | $87,841-39.5% | $133,980-60.3% | $62,891-15.5% |
| Participation rate | 76.3% | 83.4%-7.1pp | 87.1%-10.7pp | 69.3%+7.0pp |
| Annual return | 7.38% | 12.05%-4.7pp | 29.30%-21.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,009 | $3,483-42.3% | $5,211-61.4% | $2,281-11.9% |
| Participant deferral / active EE | $4,211 | $4,812-12.5% | $6,282-33.0% | $3,203+31.5% |
| Admin fee / account holder | $11,162 | $5,371+107.8% | $9,324+19.7% | $4,296+159.9% |