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 | $37,619 | $202,432-81.4% | $169,368-77.8% | $139,434-73.0% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 18.62% | 531.74%-513.1pp | 405.60%-387.0pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,620 | $4,692-44.2% | $4,013-34.7% | $4,751-44.9% |
| Participant deferral / active EE | $5,548 | $6,938-20.0% | $6,221-10.8% | $6,710-17.3% |
| Admin fee / account holder | $4,375 | $10,708-59.1% | $9,003-51.4% | $11,403-61.6% |