Filed February 2, 2015
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 | $133,276 | $102,966+29.4% | $90,281+47.6% | $152,861-12.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.26% | 95.16%-76.9pp | 78.10%-59.8pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,630 | $3,139-16.2% | $2,854-7.9% | $4,762-44.8% |
| Participant deferral / active EE | $6,154 | $4,281+43.7% | $3,885+58.4% | $5,850+5.2% |
| Admin fee / account holder | $9,242 | $6,171+49.8% | $5,351+72.7% | $11,596-20.3% |