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 | $60,775 | $100,852-39.7% | $90,404-32.8% | $158,922-61.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.34% | 1724.20%-1707.9pp | 1293.02%-1276.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $6,197 | $3,689+68.0% | $3,262+90.0% | $4,761+30.2% |
| Participant deferral / active EE | $12,550 | $4,348+188.6% | $3,963+216.6% | $5,982+109.8% |
| Admin fee / account holder | $14,175 | $6,501+118.0% | $5,611+152.6% | $11,246+26.0% |