Filed May 8, 2019
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 | $24,987 | $90,590-72.4% | $90,782-72.5% | $135,375-81.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -14.69% | -3.40%-11.3pp | -3.42%-11.3pp | 519.73%-534.4pp |
| Employer contribution / active EE | $7,790 | $4,352+79.0% | $4,105+89.8% | $4,779+63.0% |
| Participant deferral / active EE | $7,064 | $5,407+30.7% | $5,366+31.6% | $5,609+25.9% |
| Admin fee / account holder | $1,338 | $7,683-82.6% | $5,908-77.3% | $10,827-87.6% |