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 | $57,245 | $80,717-29.1% | $154,803-63.0% | $84,808-32.5% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 38.56% | 37.96%+0.6pp | 58.88%-20.3pp | 40.90%-2.3pp |
| Employer contribution / active EE | $4,045 | $2,761+46.5% | $4,305-6.1% | $2,631+53.7% |
| Participant deferral / active EE | $3,138 | $3,303-5.0% | $5,540-43.4% | $4,212-25.5% |
| Admin fee / account holder | $38,168 | $6,746+465.8% | $14,329+166.4% | $7,344+419.7% |