Filed September 7, 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,078 | $53,127+30.0% | $86,590-20.2% | $70,131-1.5% |
| Participation rate | 88.9% | 65.3%+23.6pp | 73.5%+15.3pp | 69.5%+19.3pp |
| Annual return | 9.12% | 27.66%-18.5pp | 964.84%-955.7pp | 73.14%-64.0pp |
| Employer contribution / active EE | $2,130 | $2,068+3.0% | $2,839-25.0% | $2,342-9.1% |
| Participant deferral / active EE | $5,266 | $2,696+95.3% | $3,609+45.9% | $3,332+58.1% |
| Admin fee / account holder | $4,189 | $3,585+16.8% | $4,906-14.6% | $4,645-9.8% |