Filed March 18, 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 10-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 | $45,218 | $85,766-47.3% | $136,294-66.8% | $70,131-35.5% |
| Participation rate | 75.5% | 74.2%+1.3pp | 81.9%-6.4pp | 69.5%+5.9pp |
| Annual return | 21.72% | 31.45%-9.7pp | 5155.94%-5134.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,708 | $2,966-42.4% | $4,695-63.6% | $2,342-27.1% |
| Participant deferral / active EE | $2,660 | $5,051-47.3% | $6,247-57.4% | $3,332-20.1% |
| Admin fee / account holder | $1,053 | $5,420-80.6% | $9,243-88.6% | $4,645-77.3% |