Filed January 11, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,630 | $149,734+100.1% | $118,925+151.9% | $158,922+88.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 20.06% | 19.95%+0.1pp | 35.88%-15.8pp | 302.83%-282.8pp |
| Employer contribution / active EE | $9,837 | $4,115+139.0% | $3,263+201.5% | $4,761+106.6% |
| Participant deferral / active EE | $5,196 | $5,223-0.5% | $4,265+21.8% | $5,982-13.1% |
| Admin fee / account holder | $10,183 | $8,603+18.4% | $6,581+54.7% | $11,246-9.4% |