Filed November 27, 2017
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 | $170,281 | $148,534+14.6% | $135,903+25.3% | $139,434+22.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 13.21% | 79.19%-66.0pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,989 | $5,243-43.0% | $4,856-38.5% | $4,751-37.1% |
| Participant deferral / active EE | $8,406 | $8,100+3.8% | $7,758+8.4% | $6,710+25.3% |
| Admin fee / account holder | $11,302 | $12,400-8.9% | $10,762+5.0% | $11,403-0.9% |