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 | $89,602 | $92,703-3.3% | $82,719+8.3% | $134,475-33.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.75% | 944.92%-958.7pp | 701.18%-714.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $15,926 | $3,274+386.4% | $3,009+429.3% | $4,740+236.0% |
| Participant deferral / active EE | $11,136 | $4,802+131.9% | $4,395+153.4% | $6,400+74.0% |
| Admin fee / account holder | $29,695 | $5,983+396.4% | $5,329+457.2% | $11,426+159.9% |