Filed April 8, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $547,175 | $68,097+703.5% | $62,929+769.5% | $137,256+298.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.62% | 1859.11%-1840.5pp | 1063.93%-1045.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $9,769 | $2,811+247.5% | $2,505+290.0% | $4,156+135.1% |
| Participant deferral / active EE | $11,747 | $4,553+158.0% | $3,888+202.1% | $6,407+83.4% |
| Admin fee / account holder | $4,792 | $6,521-26.5% | $5,065-5.4% | $12,270-60.9% |