Filed January 29, 2019 (most recent of 3 filings on file)
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 | $46,085 | $75,828-39.2% | $147,614-68.8% | $59,632-22.7% |
| Participation rate | 98.4% | 71.6%+26.8pp | 84.6%+13.7pp | 68.7%+29.7pp |
| Annual return | 1.81% | 0.37%+1.4pp | 61.98%-60.2pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $3,781 | $3,485+8.5% | $5,564-32.0% | $2,203+71.7% |
| Participant deferral / active EE | $4,067 | $3,130+29.9% | $4,895-16.9% | $3,192+27.4% |
| Admin fee / account holder | $923 | $5,985-84.6% | $11,611-92.0% | $4,297-78.5% |