Filed November 30, 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 | $53,428 | $67,411-20.7% | $91,001-41.3% | $70,131-23.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.36% | -40.16%+55.5pp | 4.60%+10.8pp | 73.14%-57.8pp |
| Employer contribution / active EE | $3,693 | $1,786+106.8% | $2,456+50.4% | $2,342+57.6% |
| Participant deferral / active EE | $4,370 | $2,823+54.8% | $3,547+23.2% | $3,332+31.2% |
| Admin fee / account holder | $6,168 | $4,236+45.6% | $5,417+13.9% | $4,645+32.8% |