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 8-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 | $76,641 | $81,947-6.5% | $105,387-27.3% | $72,985+5.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 10330.42% | 42.90%+10287.5pp | 26.82%+10303.6pp | 81.00%+10249.4pp |
| Employer contribution / active EE | $12,197 | $3,468+251.7% | $4,213+189.5% | $2,440+399.9% |
| Participant deferral / active EE | $14,959 | $4,494+232.9% | $5,502+171.9% | $3,607+314.7% |
| Admin fee / account holder | $749 | $6,258-88.0% | $6,559-88.6% | $5,124-85.4% |