Filed May 10, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,814 | $116,175+165.8% | $93,606+229.9% | $152,861+102.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 16.24% | 35.96%-19.7pp | 32.76%-16.5pp | 345.32%-329.1pp |
| Employer contribution / active EE | $18,495 | $3,218+474.7% | $2,718+580.5% | $4,762+288.4% |
| Participant deferral / active EE | $11,898 | $4,603+158.5% | $4,069+192.4% | $5,850+103.4% |
| Admin fee / account holder | $39,808 | $10,748+270.4% | $7,888+404.7% | $11,596+243.3% |