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 | $105,072 | $56,053+87.4% | $75,972+38.3% | $80,856+29.9% |
| Participation rate | 82.1% | 62.0%+20.1pp | 69.1%+13.1pp | 67.6%+14.5pp |
| Annual return | 18.00% | 20.53%-2.5pp | 359.55%-341.5pp | 35.59%-17.6pp |
| Employer contribution / active EE | $6,892 | $1,874+267.7% | $2,685+156.7% | $2,755+150.2% |
| Participant deferral / active EE | $11,433 | $3,052+274.7% | $4,255+168.7% | $4,296+166.1% |
| Admin fee / account holder | $31,473 | $5,234+501.4% | $6,467+386.7% | $6,918+354.9% |