Filed March 13, 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 | $97,673 | $102,317-4.5% | $146,958-33.5% | $80,856+20.8% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-8.0pp | 67.6%+6.6pp |
| Annual return | 16.90% | 134.76%-117.9pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,711 | $3,713-0.1% | $4,933-24.8% | $2,755+34.7% |
| Participant deferral / active EE | $5,943 | $6,644-10.6% | $8,070-26.4% | $4,296+38.3% |
| Admin fee / account holder | $1,554 | $7,941-80.4% | $12,998-88.0% | $6,918-77.5% |