Filed December 5, 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 | $81,386 | $109,413-25.6% | $156,263-47.9% | $84,808-4.0% |
| Participation rate | 78.1% | 72.7%+5.4pp | 78.9%-0.8pp | 68.3%+9.8pp |
| Annual return | 15.27% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,006 | $2,907+3.4% | $4,333-30.6% | $2,631+14.2% |
| Participant deferral / active EE | $6,243 | $4,590+36.0% | $6,158+1.4% | $4,212+48.2% |
| Admin fee / account holder | $3,514 | $9,357-62.4% | $14,255-75.3% | $7,344-52.1% |