Filed August 27, 2018 (most recent of 3 filings on file)
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.)
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 | $22,565 | $65,365-65.5% | $92,893-75.7% | $72,985-69.1% |
| Participation rate | 78.3% | 68.3%+9.9pp | 76.0%+2.3pp | 69.5%+8.8pp |
| Annual return | 23.67% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,082 | $2,594-19.7% | $3,653-43.0% | $2,440-14.6% |
| Participant deferral / active EE | $3,134 | $3,128+0.2% | $4,236-26.0% | $3,607-13.1% |
| Admin fee / account holder | $1,089 | $4,251-74.4% | $5,794-81.2% | $5,124-78.7% |