Filed May 24, 2019
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,963 | $91,552-5.0% | $133,956-35.1% | $79,858+8.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.15% | 61.85%-43.7pp | 45.09%-26.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,897 | $2,384-20.4% | $3,919-51.6% | $2,471-23.2% |
| Participant deferral / active EE | $1,530 | $3,733-59.0% | $5,048-69.7% | $3,740-59.1% |
| Admin fee / account holder | $1,268 | $6,321-79.9% | $8,927-85.8% | $5,306-76.1% |