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 | $63,942 | $111,301-42.6% | $112,977-43.4% | $158,922-59.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 20.48% | 26.40%-5.9pp | 24.24%-3.8pp | 302.83%-282.3pp |
| Employer contribution / active EE | $8,369 | $4,471+87.2% | $4,255+96.7% | $4,761+75.8% |
| Participant deferral / active EE | $6,518 | $5,880+10.8% | $5,836+11.7% | $5,982+9.0% |
| Admin fee / account holder | $3,699 | $8,392-55.9% | $6,294-41.2% | $11,246-67.1% |