Filed July 16, 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 | $66,334 | $67,606-1.9% | $82,313-19.4% | $70,131-5.4% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.8pp | 69.5%+20.1pp |
| Annual return | 16.38% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,562 | $1,755+46.0% | $2,428+5.5% | $2,342+9.4% |
| Participant deferral / active EE | $2,396 | $2,987-19.8% | $3,706-35.3% | $3,332-28.1% |
| Admin fee / account holder | $4,435 | $4,512-1.7% | $5,608-20.9% | $4,645-4.5% |