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 | $108,825-25.2% | $156,181-47.9% | $82,448-1.3% |
| Participation rate | 78.1% | 72.4%+5.8pp | 78.8%-0.7pp | 68.1%+10.1pp |
| Annual return | 15.27% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,006 | $2,870+4.7% | $4,294-30.0% | $2,551+17.8% |
| Participant deferral / active EE | $6,243 | $4,577+36.4% | $6,132+1.8% | $4,139+50.8% |
| Admin fee / account holder | $3,514 | $9,341-62.4% | $14,586-75.9% | $7,234-51.4% |