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 | $86,928 | $104,664-16.9% | $85,682+1.5% | $167,490-48.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.22% | 21.45%-4.2pp | 21.49%-4.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $8,581 | $3,337+157.2% | $2,618+227.7% | $4,837+77.4% |
| Participant deferral / active EE | $12,666 | $4,824+162.5% | $3,923+222.9% | $6,341+99.7% |
| Admin fee / account holder | $22,762 | $10,032+126.9% | $6,873+231.2% | $12,309+84.9% |