Filed October 2, 2018 (most recent of 2 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 3-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 | $21,242 | $52,467-59.5% | $57,179-62.8% | $55,167-61.5% |
| Participation rate | 97.3% | 75.8%+21.5pp | 75.3%+22.0pp | 69.0%+28.3pp |
| Annual return | 5.33% | 7.72%-2.4pp | 14.59%-9.3pp | 169.23%-163.9pp |
| Employer contribution / active EE | $5,630 | $2,477+127.3% | $2,682+109.9% | $1,963+186.9% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2,539 | $269+843.7% | $3,139-19.1% | $504+403.9% |