Filed October 26, 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 | $57,407 | $52,903+8.5% | $73,307-21.7% | $59,632-3.7% |
| Participation rate | 77.9% | 68.2%+9.7pp | 74.9%+3.0pp | 68.7%+9.2pp |
| Annual return | 11.75% | 12.20%-0.4pp | 5.67%+6.1pp | 2041.28%-2029.5pp |
| Employer contribution / active EE | $2,869 | $1,909+50.3% | $3,237-11.4% | $2,203+30.3% |
| Participant deferral / active EE | $9,044 | $4,069+122.2% | $4,991+81.2% | $3,192+183.4% |
| Admin fee / account holder | $4,192 | $3,834+9.3% | $5,637-25.6% | $4,297-2.5% |