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 | $88,495 | $51,175+72.9% | $70,515+25.5% | $75,163+17.7% |
| Participation rate | 92.0% | 60.9%+31.1pp | 68.3%+23.7pp | 67.2%+24.8pp |
| Annual return | 34.88% | 30.02%+4.9pp | 32.77%+2.1pp | 160.62%-125.7pp |
| Employer contribution / active EE | $7,892 | $1,826+332.2% | $2,973+165.4% | $2,670+195.6% |
| Participant deferral / active EE | $13,231 | $2,849+364.3% | $4,567+189.7% | $4,125+220.7% |
| Admin fee / account holder | $6,815 | $4,091+66.6% | $6,412+6.3% | $5,651+20.6% |