Filed September 12, 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 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 | $138,154 | $144,119-4.1% | $117,854+17.2% | $147,584-6.4% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 11.29% | 531.15%-519.9pp | 335.08%-323.8pp | 578.55%-567.3pp |
| Employer contribution / active EE | $4,349 | $4,896-11.2% | $3,786+14.9% | $4,876-10.8% |
| Participant deferral / active EE | $12,278 | $5,316+131.0% | $4,482+174.0% | $5,439+125.7% |
| Admin fee / account holder | $17,270 | $10,886+58.6% | $8,020+115.3% | $10,885+58.7% |