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.)
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 | $47,433 | $100,041-52.6% | $149,718-68.3% | $70,131-32.4% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.1%-12.1pp | 69.5%+5.5pp |
| Annual return | 21.88% | 27.43%-5.5pp | 1501.63%-1479.7pp | 73.14%-51.3pp |
| Employer contribution / active EE | $1,138 | $3,662-68.9% | $5,445-79.1% | $2,342-51.4% |
| Participant deferral / active EE | $3,057 | $4,983-38.6% | $6,569-53.5% | $3,332-8.2% |
| Admin fee / account holder | $1,170 | $8,286-85.9% | $11,283-89.6% | $4,645-74.8% |