Filed July 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 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 | $44,684 | $89,355-50.0% | $141,162-68.3% | $72,985-38.8% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 34.05% | 111.85%-77.8pp | 71.39%-37.3pp | 81.00%-47.0pp |
| Employer contribution / active EE | $8,336 | $3,114+167.7% | $4,735+76.1% | $2,440+241.7% |
| Participant deferral / active EE | $7,545 | $5,418+39.3% | $6,709+12.5% | $3,607+109.1% |
| Admin fee / account holder | $1,044 | $5,958-82.5% | $10,261-89.8% | $5,124-79.6% |