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 | $415,088 | $126,574+227.9% | $106,213+290.8% | $145,922+184.5% |
| Participation rate | 81.0% | 77.6%+3.3pp | 75.3%+5.7pp | 80.3%+0.7pp |
| Annual return | 12.82% | 224.79%-212.0pp | 116.14%-103.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $13,642 | $3,730+265.7% | $3,171+330.1% | $4,660+192.8% |
| Participant deferral / active EE | $8,365 | $5,724+46.1% | $5,016+66.8% | $6,688+25.1% |
| Admin fee / account holder | $8,697 | $17,304-49.7% | $11,033-21.2% | $13,397-35.1% |