Filed October 14, 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 | $77,295 | $99,652-22.4% | $78,778-1.9% | $147,584-47.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 17.01% | 47.28%-30.3pp | 35.62%-18.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,649 | $2,796+30.5% | $1,986+83.8% | $4,876-25.2% |
| Participant deferral / active EE | $6,768 | $3,664+84.7% | $2,958+128.8% | $5,439+24.4% |
| Admin fee / account holder | $5,426 | $7,155-24.2% | $5,134+5.7% | $10,885-50.2% |