Filed August 6, 2015
Total covered: 6 employees
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 | $103,267 | $102,966+0.3% | $90,281+14.4% | $152,861-32.4% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.4%+11.7pp |
| Annual return | 25.44% | 95.16%-69.7pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $14,049 | $3,139+347.6% | $2,854+392.2% | $4,762+195.0% |
| Participant deferral / active EE | $9,057 | $4,281+111.5% | $3,885+133.1% | $5,850+54.8% |
| Admin fee / account holder | $6,765 | $6,171+9.6% | $5,351+26.4% | $11,596-41.7% |