Filed March 29, 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 8-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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,632 | $67,331-57.5% | $60,874-53.0% | $134,475-78.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -9.13% | 49.93%-59.1pp | 16.90%-26.0pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,959 | $3,096-4.5% | $2,701+9.5% | $4,740-37.6% |
| Participant deferral / active EE | $4,042 | $4,538-10.9% | $3,817+5.9% | $6,400-36.8% |
| Admin fee / account holder | $2,167 | $4,582-52.7% | $3,224-32.8% | $11,426-81.0% |