Filed May 27, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,576 | $91,538+9.9% | $129,995-22.6% | $75,163+33.8% |
| Participation rate | 77.8% | 71.4%+6.3pp | 78.5%-0.7pp | 67.2%+10.6pp |
| Annual return | 11.81% | -631.11%+642.9pp | -137.18%+149.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $401 | $2,845-85.9% | $4,320-90.7% | $2,670-85.0% |
| Participant deferral / active EE | $2,324 | $4,341-46.5% | $5,820-60.1% | $4,125-43.7% |
| Admin fee / account holder | $13,482 | $6,790+98.5% | $10,614+27.0% | $5,651+138.6% |