Filed March 18, 2019
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 | $51,112 | $60,124-15.0% | $90,404-43.5% | $79,858-36.0% |
| Participation rate | 77.6% | 65.0%+12.6pp | 72.7%+4.9pp | 69.6%+8.0pp |
| Annual return | 28.00% | 71.94%-43.9pp | 1293.02%-1265.0pp | 31.71%-3.7pp |
| Employer contribution / active EE | $3,272 | $2,068+58.2% | $3,262+0.3% | $2,471+32.4% |
| Participant deferral / active EE | $4,146 | $2,938+41.1% | $3,963+4.6% | $3,740+10.9% |
| Admin fee / account holder | $2,018 | $3,976-49.2% | $5,611-64.0% | $5,306-62.0% |