Filed August 1, 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,759 | $60,124-38.9% | $90,404-59.3% | $79,858-54.0% |
| Participation rate | 91.9% | 65.0%+27.0pp | 72.7%+19.3pp | 69.6%+22.3pp |
| Annual return | 3.40% | 71.94%-68.5pp | 1293.02%-1289.6pp | 31.71%-28.3pp |
| Employer contribution / active EE | $2,701 | $2,068+30.6% | $3,262-17.2% | $2,471+9.3% |
| Participant deferral / active EE | $3,817 | $2,938+29.9% | $3,963-3.7% | $3,740+2.1% |
| Admin fee / account holder | $1,130 | $3,976-71.6% | $5,611-79.9% | $5,306-78.7% |