Filed November 27, 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 6-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 | $58,094 | $75,923-23.5% | $102,423-43.3% | - |
| Participation rate | 87.9% | 71.4%+16.5pp | 76.5%+11.4pp | - |
| Annual return | 16.89% | 15.12%+1.8pp | 29.32%-12.4pp | - |
| Employer contribution / active EE | $3,530 | $2,206+60.0% | $3,023+16.8% | - |
| Participant deferral / active EE | $5,558 | $4,258+30.5% | $5,053+10.0% | - |
| Admin fee / account holder | $41,352 | $11,449+261.2% | $9,451+337.6% | - |