Filed February 20, 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 | $50,594 | $56,199-10.0% | $67,652-25.2% | $59,632-15.2% |
| Participation rate | 93.3% | 71.5%+21.9pp | 75.7%+17.7pp | 68.7%+24.7pp |
| Annual return | 1.20% | 18505.31%-18504.1pp | 6625.04%-6623.8pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $2,094 | $1,614+29.7% | $2,266-7.6% | $2,203-4.9% |
| Participant deferral / active EE | $4,712 | $2,844+65.7% | $3,560+32.4% | $3,192+47.6% |
| Admin fee / account holder | $1,438 | $3,958-63.7% | $4,821-70.2% | $4,297-66.5% |