Filed December 29, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,802 | $85,766+19.9% | $136,294-24.6% | $70,131+46.6% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 17.51% | 31.45%-13.9pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,995 | $2,966-32.7% | $4,695-57.5% | $2,342-14.8% |
| Participant deferral / active EE | $6,359 | $5,051+25.9% | $6,247+1.8% | $3,332+90.9% |
| Admin fee / account holder | $6,905 | $5,420+27.4% | $9,243-25.3% | $4,645+48.6% |