Filed September 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 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 | $193,635 | $105,998+82.7% | $92,233+109.9% | $147,584+31.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.25% | 50.05%-32.8pp | 176.28%-159.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,278 | $4,333-24.3% | $3,679-10.9% | $4,876-32.8% |
| Participant deferral / active EE | $11,487 | $4,478+156.5% | $3,897+194.8% | $5,439+111.2% |
| Admin fee / account holder | $34,611 | $6,332+446.6% | $5,194+566.4% | $10,885+218.0% |