Filed July 1, 2017
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,543 | $209,411+57.8% | $178,490+85.2% | $158,922+108.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.79% | 188.75%-161.0pp | 151.07%-123.3pp | 302.83%-275.0pp |
| Employer contribution / active EE | $14,345 | $5,706+151.4% | $5,011+186.3% | $4,761+201.3% |
| Participant deferral / active EE | $12,944 | $5,954+117.4% | $5,202+148.8% | $5,982+116.4% |
| Admin fee / account holder | $121,028 | $17,074+608.8% | $13,984+765.5% | $11,246+976.2% |