Filed January 21, 2019 (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 | $50,272 | $93,571-46.3% | $135,903-63.0% | $75,163-33.1% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 21.66% | 30.90%-9.2pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $2,649 | $3,537-25.1% | $4,856-45.4% | $2,670-0.8% |
| Participant deferral / active EE | $5,843 | $6,404-8.8% | $7,758-24.7% | $4,125+41.6% |
| Admin fee / account holder | $1,056 | $6,975-84.9% | $10,762-90.2% | $5,651-81.3% |