Filed September 25, 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 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.
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 | $94,386 | $65,561+44.0% | $86,188+9.5% | $75,163+25.6% |
| Participation rate | 93.2% | 60.5%+32.7pp | 69.0%+24.2pp | 67.2%+26.0pp |
| Annual return | 51.76% | 46.05%+5.7pp | 1168.45%-1116.7pp | 160.62%-108.9pp |
| Employer contribution / active EE | $6,383 | $1,553+311.1% | $2,380+168.2% | $2,670+139.1% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,667 | $5,474-69.5% | $6,852-75.7% | $5,651-70.5% |