Filed August 5, 2019 (most recent of 3 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 | $107,176 | $91,552+17.1% | $133,956-20.0% | $79,858+34.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 27.49% | 61.85%-34.4pp | 45.09%-17.6pp | 31.71%-4.2pp |
| Employer contribution / active EE | $3,504 | $2,384+47.0% | $3,919-10.6% | $2,471+41.8% |
| Participant deferral / active EE | $8,637 | $3,733+131.3% | $5,048+71.1% | $3,740+130.9% |
| Admin fee / account holder | $959 | $6,321-84.8% | $8,927-89.3% | $5,306-81.9% |