Filed August 18, 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 | $77,919 | $83,902-7.1% | $167,512-53.5% | $84,808-8.1% |
| Participation rate | 98.4% | 66.5%+32.0pp | 77.1%+21.4pp | 68.3%+30.1pp |
| Annual return | 15.88% | 91.55%-75.7pp | 1615.79%-1599.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,160 | $2,264+39.6% | $3,882-18.6% | $2,631+20.1% |
| Participant deferral / active EE | $8,194 | $4,442+84.4% | $6,405+27.9% | $4,212+94.5% |
| Admin fee / account holder | $7,713 | $7,915-2.6% | $9,769-21.0% | $7,344+5.0% |