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 | $171,776 | $94,752+81.3% | $112,887+52.2% | $139,434+23.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.58% | 40.88%-24.3pp | 34.10%-17.5pp | 372.94%-356.4pp |
| Employer contribution / active EE | $15,282 | $4,625+230.4% | $4,563+234.9% | $4,751+221.7% |
| Participant deferral / active EE | $19,626 | $6,512+201.4% | $6,513+201.3% | $6,710+192.5% |
| Admin fee / account holder | $40,035 | $8,527+369.5% | $7,047+468.1% | $11,403+251.1% |