Filed January 16, 2019
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 | $69,405 | $83,477-16.9% | $125,175-44.6% | $72,985-4.9% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.5%+21.1pp |
| Annual return | 30.94% | 25.78%+5.2pp | 43.79%-12.8pp | 81.00%-50.1pp |
| Employer contribution / active EE | $4,452 | $2,345+89.8% | $3,865+15.2% | $2,440+82.5% |
| Participant deferral / active EE | $9,613 | $3,585+168.1% | $4,937+94.7% | $3,607+166.5% |
| Admin fee / account holder | $14,219 | $5,517+157.7% | $9,702+46.6% | $5,124+177.5% |