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 | $380,636 | $118,680+220.7% | $98,907+284.8% | $158,922+139.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.55% | 372.35%-358.8pp | 196.43%-182.9pp | 302.83%-289.3pp |
| Employer contribution / active EE | $19,134 | $3,333+474.1% | $2,689+611.6% | $4,761+301.9% |
| Participant deferral / active EE | $11,592 | $5,088+127.8% | $4,244+173.1% | $5,982+93.8% |
| Admin fee / account holder | $3,061 | $10,131-69.8% | $6,642-53.9% | $11,246-72.8% |