Filed December 31, 2018
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 8-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 | $30,705 | $81,460-62.3% | $103,333-70.3% | $80,856-62.0% |
| Participation rate | 94.4% | 66.8%+27.5pp | 74.5%+19.9pp | 67.6%+26.7pp |
| Annual return | 12.05% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,638 | $3,105-15.1% | $3,868-31.8% | $2,755-4.3% |
| Participant deferral / active EE | $5,514 | $3,869+42.5% | $5,057+9.0% | $4,296+28.4% |
| Admin fee / account holder | $2,265 | $6,566-65.5% | $8,355-72.9% | $6,918-67.3% |