Filed May 30, 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 | $69,950 | $138,347-49.4% | $184,203-62.0% | $80,856-13.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.94% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $7,089 | $4,850+46.1% | $6,427+10.3% | $2,755+157.3% |
| Participant deferral / active EE | $4,432 | $7,071-37.3% | $9,131-51.5% | $4,296+3.2% |
| Admin fee / account holder | $8,067 | $10,483-23.0% | $13,901-42.0% | $6,918+16.6% |