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 | $117,661 | $60,892+93.2% | $82,389+42.8% | $84,808+38.7% |
| Participation rate | 83.3% | 63.3%+20.1pp | 69.5%+13.8pp | 68.3%+15.0pp |
| Annual return | 20.76% | 37.29%-16.5pp | 28.67%-7.9pp | 40.90%-20.1pp |
| Employer contribution / active EE | $7,244 | $1,779+307.2% | $2,517+187.8% | $2,631+175.3% |
| Participant deferral / active EE | $12,022 | $3,179+278.2% | $4,155+189.4% | $4,212+185.4% |
| Admin fee / account holder | $11,370 | $5,467+108.0% | $7,231+57.2% | $7,344+54.8% |