Filed January 3, 2020
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 | $95,396 | $74,888+27.4% | $71,209+34.0% | $142,382-33.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.42% | 345.14%-326.7pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,665 | $2,854+133.5% | $2,721+145.0% | $4,299+55.0% |
| Participant deferral / active EE | $10,857 | $4,454+143.7% | $4,175+160.0% | $6,507+66.8% |
| Admin fee / account holder | $997 | $5,568-82.1% | $5,349-81.4% | $12,624-92.1% |