Filed March 29, 2016
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 8-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 | $44,116 | $98,750-55.3% | $149,696-70.5% | $79,858-44.8% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.6%+18.4pp |
| Annual return | 25.78% | 27.43%-1.6pp | 276.60%-250.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $3,221 | $3,216+0.1% | $4,644-30.7% | $2,471+30.3% |
| Participant deferral / active EE | $6,428 | $5,680+13.2% | $6,842-6.1% | $3,740+71.9% |
| Admin fee / account holder | $336 | $6,053-94.5% | $9,309-96.4% | $5,306-93.7% |