Filed December 3, 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 9-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 | $188,984 | $102,966+83.5% | $90,281+109.3% | $152,861+23.6% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.4%+5.8pp |
| Annual return | 24.10% | 95.16%-71.1pp | 78.10%-54.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $9,070 | $3,139+189.0% | $2,854+217.8% | $4,762+90.5% |
| Participant deferral / active EE | $14,514 | $4,281+239.0% | $3,885+273.6% | $5,850+148.1% |
| Admin fee / account holder | $2,948 | $6,171-52.2% | $5,351-44.9% | $11,596-74.6% |