Filed November 17, 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.)
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 | $41,744 | $58,927-29.2% | $76,817-45.7% | $72,985-42.8% |
| Participation rate | 93.4% | 67.3%+26.1pp | 72.1%+21.4pp | 69.5%+24.0pp |
| Annual return | 3.42% | 2305.64%-2302.2pp | 1166.11%-1162.7pp | 81.00%-77.6pp |
| Employer contribution / active EE | $2,299 | $1,787+28.7% | $2,302-0.1% | $2,440-5.8% |
| Participant deferral / active EE | $4,216 | $2,690+56.7% | $3,336+26.4% | $3,607+16.9% |
| Admin fee / account holder | $6,152 | $4,013+53.3% | $6,420-4.2% | $5,124+20.1% |