Filed December 27, 2017
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 | $38,823 | $46,553-16.6% | $64,056-39.4% | $75,163-48.3% |
| Participation rate | 94.4% | 65.9%+28.5pp | 72.3%+22.1pp | 67.2%+27.3pp |
| Annual return | 12.48% | 26.03%-13.5pp | 33.69%-21.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,665 | $1,974-15.6% | $2,747-39.4% | $2,670-37.6% |
| Participant deferral / active EE | $3,108 | $2,837+9.6% | $3,880-19.9% | $4,125-24.7% |
| Admin fee / account holder | $1,991 | $2,952-32.5% | $3,068-35.1% | $5,651-64.8% |