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 9-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 | $69,000 | $102,828-32.9% | $105,387-34.5% | $152,861-54.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.10% | 20.85%+3.2pp | 26.82%-2.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $17,822 | $4,473+298.5% | $4,213+323.0% | $4,762+274.2% |
| Participant deferral / active EE | $8,936 | $5,465+63.5% | $5,502+62.4% | $5,850+52.7% |
| Admin fee / account holder | $3,708 | $8,683-57.3% | $6,559-43.5% | $11,596-68.0% |