Filed January 12, 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 | $192,525 | $228,332-15.7% | $185,823+3.6% | $158,922+21.1% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | 14.83% | 40.80%-26.0pp | 35.95%-21.1pp | 302.83%-288.0pp |
| Employer contribution / active EE | $4,441 | $4,967-10.6% | $4,087+8.6% | $4,761-6.7% |
| Participant deferral / active EE | $4,631 | $6,415-27.8% | $5,632-17.8% | $5,982-22.6% |
| Admin fee / account holder | $481 | $11,864-95.9% | $9,500-94.9% | $11,246-95.7% |