Filed August 1, 2019 (most recent of 2 filings on file)
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 | $72,310 | $87,013-16.9% | $106,213-31.9% | $80,856-10.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.48% | 17.05%-4.6pp | 116.14%-103.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,098 | $2,395-12.4% | $3,171-33.8% | $2,755-23.8% |
| Participant deferral / active EE | $3,676 | $3,986-7.8% | $5,016-26.7% | $4,296-14.4% |
| Admin fee / account holder | $10,924 | $8,431+29.6% | $11,033-1.0% | $6,918+57.9% |