Filed April 22, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,011 | $72,492-55.8% | $87,100-63.2% | $72,985-56.1% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.9%+21.9pp | 69.5%+29.2pp |
| Annual return | 22.26% | 24.46%-2.2pp | 28.19%-5.9pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,450 | $1,894+29.4% | $2,521-2.8% | $2,440+0.4% |
| Participant deferral / active EE | $2,531 | $3,270-22.6% | $4,049-37.5% | $3,607-29.8% |
| Admin fee / account holder | $3,091 | $5,055-38.8% | $7,497-58.8% | $5,124-39.7% |