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 7-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 | $75,688 | $94,752-20.1% | $112,887-33.0% | $139,434-45.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.20% | 40.88%-22.7pp | 34.10%-15.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $13,077 | $4,625+182.7% | $4,563+186.6% | $4,751+175.3% |
| Participant deferral / active EE | $10,629 | $6,512+63.2% | $6,513+63.2% | $6,710+58.4% |
| Admin fee / account holder | $11,544 | $8,527+35.4% | $7,047+63.8% | $11,403+1.2% |