Filed July 5, 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 5-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 | $20,586 | $202,432-89.8% | $169,368-87.8% | $139,434-85.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.62% | 531.74%-511.1pp | 405.60%-385.0pp | 372.94%-352.3pp |
| Employer contribution / active EE | $3,787 | $4,692-19.3% | $4,013-5.6% | $4,751-20.3% |
| Participant deferral / active EE | $3,119 | $6,938-55.0% | $6,221-49.9% | $6,710-53.5% |
| Admin fee / account holder | $2,582 | $10,708-75.9% | $9,003-71.3% | $11,403-77.4% |