Filed April 27, 2018
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,576 | $58,694+15.1% | $142,863-52.7% | $85,850-21.3% |
| Participation rate | 92.1% | 58.5%+33.6pp | 71.9%+20.2pp | 69.3%+22.8pp |
| Annual return | 17.34% | 27.72%-10.4pp | 5637.54%-5620.2pp | 318.53%-301.2pp |
| Employer contribution / active EE | $3,333 | $1,423+134.3% | $4,144-19.6% | $2,565+29.9% |
| Participant deferral / active EE | $0 | $2,607-100.0% | $3,837-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,065 | $4,239-51.3% | $6,560-68.5% | $6,260-67.0% |