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 | $401,324 | $127,777+214.1% | $106,548+276.7% | $167,490+139.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.00% | 33.87%-22.9pp | 26.80%-15.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,538 | $3,427-25.9% | $2,819-10.0% | $4,837-47.5% |
| Participant deferral / active EE | $12,245 | $5,087+140.7% | $4,398+178.4% | $6,341+93.1% |
| Admin fee / account holder | $38,576 | $11,228+243.6% | $7,407+420.8% | $12,309+213.4% |