Filed December 26, 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 | $24,890 | $138,065-82.0% | $123,544-79.9% | $135,375-81.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.85% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $3,100 | $5,151-39.8% | $4,628-33.0% | $4,779-35.1% |
| Participant deferral / active EE | $8,962 | $6,799+31.8% | $6,426+39.5% | $5,609+59.8% |
| Admin fee / account holder | $1,415 | $10,916-87.0% | $9,284-84.8% | $10,827-86.9% |