Filed August 29, 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 | $119,430 | $99,020+20.6% | $86,590+37.9% | $147,584-19.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.90% | 1312.34%-1298.4pp | 964.84%-950.9pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,343 | $3,132+6.7% | $2,839+17.7% | $4,876-31.4% |
| Participant deferral / active EE | $5,492 | $3,972+38.3% | $3,609+52.2% | $5,439+1.0% |
| Admin fee / account holder | $726 | $5,710-87.3% | $4,906-85.2% | $10,885-93.3% |