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 | $81,857 | $94,338-13.2% | $100,534-18.6% | $142,382-42.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 18.19% | 29.20%-11.0pp | 32.66%-14.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,850 | $4,237+38.1% | $4,346+34.6% | $4,299+36.1% |
| Participant deferral / active EE | $9,134 | $5,934+53.9% | $6,144+48.7% | $6,507+40.4% |
| Admin fee / account holder | $4,030 | $8,421-52.1% | $7,654-47.3% | $12,624-68.1% |