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.)
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 | $39,265 | $102,828-61.8% | $105,387-62.7% | $152,861-74.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.35% | 20.85%+5.5pp | 26.82%-0.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $8,169 | $4,473+82.6% | $4,213+93.9% | $4,762+71.5% |
| Participant deferral / active EE | $7,708 | $5,465+41.1% | $5,502+40.1% | $5,850+31.8% |
| Admin fee / account holder | $3,625 | $8,683-58.3% | $6,559-44.7% | $11,596-68.7% |