Filed November 20, 2019
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 | $172,003 | $91,538+87.9% | $129,995+32.3% | $75,163+128.8% |
| Participation rate | 76.3% | 71.4%+4.9pp | 78.5%-2.2pp | 67.2%+9.1pp |
| Annual return | 15.81% | -631.11%+646.9pp | -137.18%+153.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,162 | $2,845+11.1% | $4,320-26.8% | $2,670+18.4% |
| Participant deferral / active EE | $4,467 | $4,341+2.9% | $5,820-23.3% | $4,125+8.3% |
| Admin fee / account holder | $3,941 | $6,790-42.0% | $10,614-62.9% | $5,651-30.3% |