Filed February 28, 2019 (most recent of 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,423 | $57,281-8.5% | $86,612-39.5% | $75,163-30.3% |
| Participation rate | 78.0% | 63.2%+14.8pp | 71.7%+6.3pp | 67.2%+10.8pp |
| Annual return | 13.23% | 2670.75%-2657.5pp | 591.07%-577.8pp | 160.62%-147.4pp |
| Employer contribution / active EE | $593 | $2,314-74.4% | $3,022-80.4% | $2,670-77.8% |
| Participant deferral / active EE | $2,310 | $3,318-30.4% | $4,438-47.9% | $4,125-44.0% |
| Admin fee / account holder | $2,362 | $4,112-42.6% | $5,614-57.9% | $5,651-58.2% |