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 | $30,958 | $227,553-86.4% | $189,557-83.7% | $167,490-81.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.59% | 78.40%-63.8pp | 64.17%-49.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,483 | $5,316-53.3% | $4,412-43.7% | $4,837-48.7% |
| Participant deferral / active EE | $5,236 | $7,002-25.2% | $6,174-15.2% | $6,341-17.4% |
| Admin fee / account holder | $1,071 | $11,878-91.0% | $9,807-89.1% | $12,309-91.3% |