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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,351 | $65,685+75.6% | $57,179+101.7% | $273,961-57.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 51.84% | 21.99%+29.8pp | 14.59%+37.3pp | 41.45%+10.4pp |
| Employer contribution / active EE | $7,030 | $3,279+114.4% | $2,682+162.1% | $4,869+44.4% |
| Participant deferral / active EE | $7,795 | $3,782+106.1% | $3,096+151.8% | $5,287+47.4% |
| Admin fee / account holder | $13,381 | $4,835+176.8% | $3,139+326.3% | $10,132+32.1% |