Filed April 4, 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.)
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 | $103,935 | $95,803+8.5% | $113,168-8.2% | $84,808+22.6% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 20.11% | 25.00%-4.9pp | 24.27%-4.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,368 | $2,360+85.1% | $2,975+46.8% | $2,631+66.0% |
| Participant deferral / active EE | $9,673 | $4,242+128.0% | $5,107+89.4% | $4,212+129.7% |
| Admin fee / account holder | $2,536 | $8,989-71.8% | $12,068-79.0% | $7,344-65.5% |