Filed May 2, 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 | $51,824 | $91,037-43.1% | $71,671-27.7% | $147,584-64.9% |
| Participation rate | 92.3% | 76.1%+16.2pp | 68.7%+23.6pp | 82.8%+9.5pp |
| Annual return | 19.83% | 20.48%-0.6pp | 20.65%-0.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $5,429 | $3,327+63.1% | $2,460+120.7% | $4,876+11.3% |
| Participant deferral / active EE | $7,136 | $4,498+58.6% | $3,438+107.6% | $5,439+31.2% |
| Admin fee / account holder | $10,084 | $8,613+17.1% | $5,558+81.4% | $10,885-7.4% |