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 | $133,264 | $109,817+21.4% | $98,442+35.4% | $167,490-20.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.46% | 1956.69%-1944.2pp | 1492.73%-1480.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $23,226 | $3,224+620.4% | $2,960+684.7% | $4,837+380.1% |
| Participant deferral / active EE | $13,947 | $4,673+198.4% | $4,276+226.2% | $6,341+119.9% |
| Admin fee / account holder | $23,779 | $6,753+252.1% | $5,949+299.7% | $12,309+93.2% |