Filed February 25, 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 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 | $13,799 | $75,828-81.8% | $147,614-90.7% | $59,632-76.9% |
| Participation rate | 97.4% | 71.6%+25.8pp | 84.6%+12.8pp | 68.7%+28.7pp |
| Annual return | -0.95% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $917 | $3,485-73.7% | $5,564-83.5% | $2,203-58.4% |
| Participant deferral / active EE | $2,584 | $3,130-17.5% | $4,895-47.2% | $3,192-19.0% |
| Admin fee / account holder | $1,507 | $5,985-74.8% | $11,611-87.0% | $4,297-64.9% |