Filed December 27, 2017
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,004 | $95,803+72.2% | $113,168+45.8% | $84,808+94.6% |
| Participation rate | 80.8% | 72.9%+7.9pp | 76.6%+4.2pp | 68.3%+12.5pp |
| Annual return | 16.40% | 25.00%-8.6pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,152 | $2,360+33.6% | $2,975+6.0% | $2,631+19.8% |
| Participant deferral / active EE | $10,341 | $4,242+143.8% | $5,107+102.5% | $4,212+145.5% |
| Admin fee / account holder | $1,635 | $8,989-81.8% | $12,068-86.5% | $7,344-77.7% |