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 | $25,264 | $69,207-63.5% | $64,056-60.6% | $139,434-81.9% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 20.45% | 45.88%-25.4pp | 33.69%-13.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,706 | $3,182-15.0% | $2,747-1.5% | $4,751-43.0% |
| Participant deferral / active EE | $3,765 | $4,682-19.6% | $3,880-3.0% | $6,710-43.9% |
| Admin fee / account holder | $7,282 | $4,244+71.6% | $3,068+137.3% | $11,403-36.1% |