Filed February 5, 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 9-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 | $39,123 | $58,208-32.8% | $81,812-52.2% | $80,856-51.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.23% | 41.66%-27.4pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,803 | $2,340+19.8% | $2,912-3.8% | $2,755+1.7% |
| Participant deferral / active EE | $7,016 | $3,281+113.8% | $4,319+62.5% | $4,296+63.3% |
| Admin fee / account holder | $4,016 | $4,981-19.4% | $7,386-45.6% | $6,918-42.0% |