Filed August 23, 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 | $84,530 | $189,613-55.4% | $167,512-49.5% | $142,382-40.6% |
| Participation rate | 87.0% | 80.1%+6.8pp | 77.1%+9.9pp | 80.1%+6.8pp |
| Annual return | 11.83% | 2024.68%-2012.8pp | 1615.79%-1604.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,525 | $4,349-18.9% | $3,882-9.2% | $4,299-18.0% |
| Participant deferral / active EE | $4,068 | $6,981-41.7% | $6,405-36.5% | $6,507-37.5% |
| Admin fee / account holder | $6,202 | $10,528-41.1% | $9,769-36.5% | $12,624-50.9% |