Filed October 3, 2019
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 9-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 | $181,225 | $102,317+77.1% | $146,958+23.3% | $80,856+124.1% |
| Participation rate | 74.4% | 75.8%-1.5pp | 82.2%-7.8pp | 67.6%+6.7pp |
| Annual return | 13.38% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $8,118 | $3,713+118.6% | $4,933+64.6% | $2,755+194.7% |
| Participant deferral / active EE | $10,104 | $6,644+52.1% | $8,070+25.2% | $4,296+135.2% |
| Admin fee / account holder | $35,283 | $7,941+344.3% | $12,998+171.4% | $6,918+410.0% |