Filed January 4, 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 | $117,551 | $169,032-30.5% | $129,207-9.0% | $145,922-19.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.56% | 14330.11%-14310.6pp | 9417.33%-9397.8pp | 561.29%-541.7pp |
| Employer contribution / active EE | $3,338 | $5,537-39.7% | $4,153-19.6% | $4,660-28.4% |
| Participant deferral / active EE | $7,833 | $4,987+57.1% | $4,168+88.0% | $6,688+17.1% |
| Admin fee / account holder | $5,455 | $9,954-45.2% | $7,715-29.3% | $13,397-59.3% |