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 | $61,683 | $84,233-26.8% | $170,442-63.8% | $70,131-12.0% |
| Participation rate | 98.6% | 70.8%+27.8pp | 83.6%+15.0pp | 69.5%+29.1pp |
| Annual return | 25.30% | 23.06%+2.2pp | 205.93%-180.6pp | 73.14%-47.8pp |
| Employer contribution / active EE | $4,463 | $3,387+31.8% | $5,433-17.8% | $2,342+90.5% |
| Participant deferral / active EE | $4,969 | $3,086+61.0% | $4,939+0.6% | $3,332+49.1% |
| Admin fee / account holder | $4,564 | $5,698-19.9% | $13,880-67.1% | $4,645-1.7% |