Filed April 30, 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 7-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 | $23,402 | $158,922-85.3% | $49,258-52.5% | $158,922-85.3% |
| Participation rate | 90.5% | 82.0%+8.5pp | 66.8%+23.7pp | 82.0%+8.5pp |
| Annual return | 13.18% | 302.83%-289.7pp | 20.90%-7.7pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,454 | $4,761-69.5% | $3,274-55.6% | $4,761-69.5% |
| Participant deferral / active EE | $3,343 | $5,982-44.1% | $5,224-36.0% | $5,982-44.1% |
| Admin fee / account holder | $6,814 | $11,246-39.4% | $2,648+157.4% | $11,246-39.4% |