Filed August 26, 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 | $150,167 | $73,933+103.1% | $96,683+55.3% | $75,163+99.8% |
| Participation rate | 89.5% | 66.4%+23.1pp | 74.3%+15.1pp | 67.2%+22.3pp |
| Annual return | 16.28% | 26.70%-10.4pp | 35.69%-19.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $9,191 | $2,928+213.9% | $3,737+146.0% | $2,670+244.2% |
| Participant deferral / active EE | $2,676 | $3,659-26.8% | $4,878-45.1% | $4,125-35.1% |
| Admin fee / account holder | $8,403 | $5,216+61.1% | $6,730+24.9% | $5,651+48.7% |