Filed July 27, 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 | $85,193 | $92,703-8.1% | $82,719+3.0% | $134,475-36.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.68% | 944.92%-956.6pp | 701.18%-712.9pp | 417.96%-429.6pp |
| Employer contribution / active EE | $16,881 | $3,274+415.6% | $3,009+461.0% | $4,740+256.2% |
| Participant deferral / active EE | $13,063 | $4,802+172.0% | $4,395+197.2% | $6,400+104.1% |
| Admin fee / account holder | $9,967 | $5,983+66.6% | $5,329+87.0% | $11,426-12.8% |