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 | $133,734 | $53,516+149.9% | $126,539+5.7% | $84,808+57.7% |
| Participation rate | 96.0% | 58.2%+37.8pp | 69.8%+26.2pp | 68.3%+27.7pp |
| Annual return | 15.84% | 58.34%-42.5pp | 425.95%-410.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,725 | $1,535+142.7% | $3,674+1.4% | $2,631+41.6% |
| Participant deferral / active EE | $7,162 | $2,671+168.2% | $4,083+75.4% | $4,212+70.1% |
| Admin fee / account holder | $2,859 | $4,497-36.4% | $6,065-52.9% | $7,344-61.1% |