Filed June 4, 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 | $93,511 | $171,865-45.6% | $149,718-37.5% | $147,584-36.6% |
| Participation rate | 85.0% | 88.2%-3.2pp | 87.1%-2.1pp | 82.8%+2.2pp |
| Annual return | 14.37% | 2113.22%-2098.8pp | 1501.63%-1487.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,910 | $6,275-37.7% | $5,445-28.2% | $4,876-19.8% |
| Participant deferral / active EE | $4,835 | $7,271-33.5% | $6,569-26.4% | $5,439-11.1% |
| Admin fee / account holder | $462 | $13,799-96.7% | $11,283-95.9% | $10,885-95.8% |