Filed January 11, 2017
Total covered: 2 employees
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 | $18,572 | $115,770-84.0% | $101,248-81.7% | $158,922-88.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.10% | 56.14%-44.0pp | 46.47%-34.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,932 | $4,175-29.8% | $3,660-19.9% | $4,761-38.4% |
| Participant deferral / active EE | $4,022 | $4,957-18.9% | $4,370-8.0% | $5,982-32.8% |
| Admin fee / account holder | $4,536 | $7,245-37.4% | $5,945-23.7% | $11,246-59.7% |