Filed April 7, 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 | $166,015 | $104,251+59.2% | $91,001+82.4% | $147,584+12.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.82% | 27.06%-12.2pp | 4.60%+10.2pp | 578.55%-563.7pp |
| Employer contribution / active EE | $15,052 | $3,116+383.1% | $2,456+513.0% | $4,876+208.7% |
| Participant deferral / active EE | $8,229 | $4,195+96.2% | $3,547+132.0% | $5,439+51.3% |
| Admin fee / account holder | $791 | $8,948-91.2% | $5,417-85.4% | $10,885-92.7% |