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 | $369,094 | $105,860+248.7% | $90,749+306.7% | $134,475+174.5% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.7%+17.6pp | 81.2%+12.1pp |
| Annual return | -16.00% | -11.01%-5.0pp | -12.16%-3.8pp | 417.96%-434.0pp |
| Employer contribution / active EE | $18,986 | $3,462+448.4% | $2,921+550.0% | $4,740+300.6% |
| Participant deferral / active EE | $13,013 | $5,216+149.5% | $4,564+185.1% | $6,400+103.3% |
| Admin fee / account holder | $2,345 | $13,938-83.2% | $8,445-72.2% | $11,426-79.5% |