Filed January 9, 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 | $128,002 | $98,750+29.6% | $149,696-14.5% | $79,858+60.3% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 14.66% | 27.43%-12.8pp | 276.60%-261.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $8,559 | $3,216+166.1% | $4,644+84.3% | $2,471+246.4% |
| Participant deferral / active EE | $11,088 | $5,680+95.2% | $6,842+62.1% | $3,740+196.5% |
| Admin fee / account holder | $4,864 | $6,053-19.6% | $9,309-47.7% | $5,306-8.3% |