Filed February 24, 2015
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 | $105,340 | $176,056-40.2% | $159,436-33.9% | $167,490-37.1% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 13.24% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,228 | $5,297-76.8% | $4,829-74.6% | $4,837-74.6% |
| Participant deferral / active EE | $4,081 | $7,750-47.3% | $7,352-44.5% | $6,341-35.6% |
| Admin fee / account holder | $911 | $12,554-92.7% | $10,799-91.6% | $12,309-92.6% |