Filed February 2, 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 | $86,437 | $98,240-12.0% | $82,313+5.0% | $147,584-41.4% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 18.20% | 30.85%-12.7pp | 25.88%-7.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,750 | $3,192-13.8% | $2,428+13.2% | $4,876-43.6% |
| Participant deferral / active EE | $5,834 | $4,383+33.1% | $3,706+57.4% | $5,439+7.3% |
| Admin fee / account holder | $1,707 | $8,563-80.1% | $5,608-69.6% | $10,885-84.3% |