Filed December 18, 2018
Total covered: 2 employees
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 | $100,880 | $95,453+5.7% | $112,040-10.0% | $82,448+22.4% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.5%+13.5pp | 68.1%+21.9pp |
| Annual return | 13.78% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,042 | $2,318-11.9% | $2,954-30.9% | $2,551-20.0% |
| Participant deferral / active EE | $4,069 | $4,224-3.7% | $5,098-20.2% | $4,139-1.7% |
| Admin fee / account holder | $29,282 | $9,013+224.9% | $12,098+142.0% | $7,234+304.8% |