Filed September 21, 2018
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,261 | $148,978-41.4% | $200,582-56.5% | $84,808+2.9% |
| Participation rate | 82.4% | 84.2%-1.9pp | 86.9%-4.5pp | 68.3%+14.0pp |
| Annual return | 11.50% | 28.16%-16.7pp | 42.33%-30.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,170 | $4,815-54.9% | $6,419-66.2% | $2,631-17.5% |
| Participant deferral / active EE | $4,616 | $7,142-35.4% | $9,331-50.5% | $4,212+9.6% |
| Admin fee / account holder | $4,525 | $13,977-67.6% | $16,305-72.2% | $7,344-38.4% |