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 | $204,530 | $100,852+102.8% | $90,404+126.2% | $158,922+28.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 10.11% | 1724.20%-1714.1pp | 1293.02%-1282.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $7,908 | $3,689+114.4% | $3,262+142.4% | $4,761+66.1% |
| Participant deferral / active EE | $12,288 | $4,348+182.6% | $3,963+210.0% | $5,982+105.4% |
| Admin fee / account holder | $4,644 | $6,501-28.6% | $5,611-17.2% | $11,246-58.7% |