Filed March 28, 2019 (most recent of 4 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 | $160,672 | $98,750+62.7% | $149,696+7.3% | $79,858+101.2% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.7pp |
| Annual return | 15.24% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,237 | $3,216-30.4% | $4,644-51.8% | $2,471-9.5% |
| Participant deferral / active EE | $5,350 | $5,680-5.8% | $6,842-21.8% | $3,740+43.0% |
| Admin fee / account holder | $2,588 | $6,053-57.2% | $9,309-72.2% | $5,306-51.2% |