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 | $98,121 | $94,752+3.6% | $112,887-13.1% | $139,434-29.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 42.62% | 40.88%+1.7pp | 34.10%+8.5pp | 372.94%-330.3pp |
| Employer contribution / active EE | $9,960 | $4,625+115.3% | $4,563+118.2% | $4,751+109.6% |
| Participant deferral / active EE | $10,457 | $6,512+60.6% | $6,513+60.6% | $6,710+55.8% |
| Admin fee / account holder | $7,204 | $8,527-15.5% | $7,047+2.2% | $11,403-36.8% |