Filed June 19, 2018
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $91,154 | $106,749-14.6% | $145,433-37.3% | $82,448+10.6% |
| Participation rate | 88.0% | 75.6%+12.4pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 17.15% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $6,300 | $3,444+82.9% | $4,554+38.3% | $2,551+147.0% |
| Participant deferral / active EE | $15,639 | $6,519+139.9% | $7,897+98.0% | $4,139+277.8% |
| Admin fee / account holder | $21,342 | $8,390+154.4% | $13,129+62.6% | $7,234+195.0% |