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 | $27,695 | $190,805-85.5% | $159,960-82.7% | $134,475-79.4% |
| Participation rate | 95.2% | 81.9%+13.3pp | 78.0%+17.3pp | 81.2%+14.0pp |
| Annual return | -17.64% | 552.23%-569.9pp | 408.60%-426.2pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,091 | $4,995-58.1% | $4,226-50.5% | $4,740-55.9% |
| Participant deferral / active EE | $4,566 | $6,923-34.0% | $6,182-26.1% | $6,400-28.7% |
| Admin fee / account holder | $1,433 | $10,471-86.3% | $8,698-83.5% | $11,426-87.5% |