Filed December 9, 2014
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 | $64,983 | $57,281+13.4% | $86,612-25.0% | $75,163-13.5% |
| Participation rate | 90.2% | 63.2%+27.0pp | 71.7%+18.5pp | 67.2%+23.1pp |
| Annual return | 14.81% | 2670.75%-2655.9pp | 591.07%-576.3pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,871 | $2,314+24.0% | $3,022-5.0% | $2,670+7.5% |
| Participant deferral / active EE | $7,389 | $3,318+122.7% | $4,438+66.5% | $4,125+79.1% |
| Admin fee / account holder | $1,621 | $4,112-60.6% | $5,614-71.1% | $5,651-71.3% |