Filed December 2, 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 | $20,981 | $72,177-70.9% | $115,037-81.8% | $59,632-64.8% |
| Participation rate | 71.7% | 72.6%-0.9pp | 81.4%-9.7pp | 68.7%+3.0pp |
| Annual return | 31.93% | 12.02%+19.9pp | 26.14%+5.8pp | 2041.28%-2009.4pp |
| Employer contribution / active EE | $1,591 | $2,841-44.0% | $4,608-65.5% | $2,203-27.8% |
| Participant deferral / active EE | $2,819 | $4,783-41.1% | $6,026-53.2% | $3,192-11.7% |
| Admin fee / account holder | $1,763 | $4,927-64.2% | $8,175-78.4% | $4,297-59.0% |