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 | $421,111 | $118,450+255.5% | $98,439+327.8% | $139,434+202.0% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 15.16% | 18.94%-3.8pp | 21.16%-6.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $19,845 | $3,609+449.8% | $3,048+551.1% | $4,751+317.7% |
| Participant deferral / active EE | $12,197 | $5,392+126.2% | $4,738+157.5% | $6,710+81.8% |
| Admin fee / account holder | $40,438 | $14,026+188.3% | $8,948+351.9% | $11,403+254.6% |