Filed October 23, 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 | $79,231 | $62,586+26.6% | $76,768+3.2% | $64,186+23.4% |
| Participation rate | 95.2% | 72.8%+22.4pp | 77.0%+18.3pp | 69.6%+25.7pp |
| Annual return | 136.76% | -1.95%+138.7pp | 2.43%+134.3pp | 7.63%+129.1pp |
| Employer contribution / active EE | $6,961 | $1,832+280.0% | $2,485+180.1% | $2,381+192.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,823 | $4,667-39.5% | $6,675-57.7% | $4,888-42.3% |