Filed January 4, 2018
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 | $97,161 | $72,404+34.2% | $110,238-11.9% | $64,186+51.4% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | -5.24% | -6.29%+1.1pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,973 | $2,282-13.5% | $3,826-48.4% | $2,381-17.1% |
| Participant deferral / active EE | $6,927 | $3,469+99.7% | $4,672+48.3% | $3,470+99.7% |
| Admin fee / account holder | $13,016 | $5,664+129.8% | $8,547+52.3% | $4,888+166.3% |