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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,149 | $49,173+26.4% | $121,098-48.7% | $75,163-17.3% |
| Participation rate | 94.1% | 55.4%+38.7pp | 69.5%+24.6pp | 67.2%+26.9pp |
| Annual return | 10.99% | 55.99%-45.0pp | 985.75%-974.8pp | 160.62%-149.6pp |
| Employer contribution / active EE | $3,792 | $1,546+145.3% | $4,164-8.9% | $2,670+42.0% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,191 | $3,942-19.0% | $5,644-43.5% | $5,651-43.5% |