Filed December 19, 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 | $54,468 | $77,813-30.0% | $123,544-55.9% | $64,186-15.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 10.01% | 12.48%-2.5pp | 119.20%-109.2pp | 7.63%+2.4pp |
| Employer contribution / active EE | $3,054 | $3,014+1.3% | $4,628-34.0% | $2,381+28.3% |
| Participant deferral / active EE | $7,775 | $5,240+48.4% | $6,426+21.0% | $3,470+124.1% |
| Admin fee / account holder | $9,562 | $5,519+73.3% | $9,284+3.0% | $4,888+95.6% |