Filed December 6, 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 9-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 | $27,837 | $107,334-74.1% | $92,893-70.0% | $152,861-81.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 124.99% | 145.58%-20.6pp | 109.41%+15.6pp | 345.32%-220.3pp |
| Employer contribution / active EE | $2,750 | $4,221-34.9% | $3,653-24.7% | $4,762-42.3% |
| Participant deferral / active EE | $5,619 | $4,845+16.0% | $4,236+32.6% | $5,850-4.0% |
| Admin fee / account holder | $846 | $7,079-88.1% | $5,794-85.4% | $11,596-92.7% |