Filed December 7, 2017
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 | $45,291 | $39,798+13.8% | $67,711-33.1% | $59,632-24.0% |
| Participation rate | 75.6% | 57.4%+18.3pp | 67.5%+8.1pp | 68.7%+6.9pp |
| Annual return | 1.90% | 89.94%-88.0pp | 25.41%-23.5pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $3,068 | $1,393+120.3% | $2,559+19.9% | $2,203+39.3% |
| Participant deferral / active EE | $6,898 | $2,335+195.4% | $3,585+92.4% | $3,192+116.1% |
| Admin fee / account holder | $626 | $3,212-80.5% | $4,255-85.3% | $4,297-85.4% |