Filed January 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,250 | $58,927-87.7% | $76,817-90.6% | $72,985-90.1% |
| Participation rate | 96.7% | 67.3%+29.3pp | 72.1%+24.6pp | 69.5%+27.2pp |
| Annual return | -148.18% | 2305.64%-2453.8pp | 1166.11%-1314.3pp | 81.00%-229.2pp |
| Employer contribution / active EE | $26,399 | $1,787+1377.5% | $2,302+1046.8% | $2,440+982.0% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $10,043 | $4,013+150.3% | $6,420+56.4% | $5,124+96.0% |