Filed October 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,267 | $91,552+44.5% | $133,956-1.3% | $79,858+65.6% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 9.56% | 61.85%-52.3pp | 45.09%-35.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $6,009 | $2,384+152.1% | $3,919+53.3% | $2,471+143.2% |
| Participant deferral / active EE | $3,823 | $3,733+2.4% | $5,048-24.3% | $3,740+2.2% |
| Admin fee / account holder | $9,547 | $6,321+51.0% | $8,927+6.9% | $5,306+79.9% |