Filed September 20, 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 | $112,529 | $118,680-5.2% | $98,907+13.8% | $158,922-29.2% |
| Participation rate | 95.7% | 77.8%+17.8pp | 76.0%+19.6pp | 82.0%+13.7pp |
| Annual return | 20.38% | 372.35%-352.0pp | 196.43%-176.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,077 | $3,333-7.7% | $2,689+14.4% | $4,761-35.4% |
| Participant deferral / active EE | $3,816 | $5,088-25.0% | $4,244-10.1% | $5,982-36.2% |
| Admin fee / account holder | $2,089 | $10,131-79.4% | $6,642-68.5% | $11,246-81.4% |