Filed April 4, 2018 (most recent of 2 filings on file)
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 7-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 | $29,944 | $96,635-69.0% | $86,612-65.4% | $139,434-78.5% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 19.20% | 106.41%-87.2pp | 591.07%-571.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,776 | $3,263+15.7% | $3,022+24.9% | $4,751-20.5% |
| Participant deferral / active EE | $3,806 | $4,836-21.3% | $4,438-14.2% | $6,710-43.3% |
| Admin fee / account holder | $662 | $6,408-89.7% | $5,614-88.2% | $11,403-94.2% |