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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,613 | $109,817+132.8% | $98,442+159.7% | $167,490+52.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 20.29% | 1956.69%-1936.4pp | 1492.73%-1472.4pp | 478.56%-458.3pp |
| Employer contribution / active EE | $9,255 | $3,224+187.1% | $2,960+212.7% | $4,837+91.3% |
| Participant deferral / active EE | $14,072 | $4,673+201.1% | $4,276+229.1% | $6,341+121.9% |
| Admin fee / account holder | $819 | $6,753-87.9% | $5,949-86.2% | $12,309-93.4% |