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.)
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 | $76,884 | $51,576+49.1% | $129,207-40.5% | $80,856-4.9% |
| Participation rate | 97.1% | 57.0%+40.2pp | 69.6%+27.5pp | 67.6%+29.5pp |
| Annual return | 22.68% | 20.81%+1.9pp | 9417.33%-9394.6pp | 35.59%-12.9pp |
| Employer contribution / active EE | $3,818 | $1,584+141.1% | $4,153-8.1% | $2,755+38.6% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $980 | $4,305-77.2% | $7,715-87.3% | $6,918-85.8% |