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 | $149,727 | $100,852+48.5% | $90,404+65.6% | $158,922-5.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 16.48% | 1724.20%-1707.7pp | 1293.02%-1276.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,224 | $3,689+14.5% | $3,262+29.5% | $4,761-11.3% |
| Participant deferral / active EE | $7,071 | $4,348+62.6% | $3,963+78.4% | $5,982+18.2% |
| Admin fee / account holder | $78,106 | $6,501+1101.4% | $5,611+1292.1% | $11,246+594.5% |