Filed June 15, 2023 (most recent of 2 filings on file)
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.
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 | $247,116 | $201,272+22.8% | $184,203+34.2% | $145,922+69.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.05% | 29.00%-14.0pp | 28.81%-13.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $7,216 | $7,022+2.8% | $6,427+12.3% | $4,660+54.9% |
| Participant deferral / active EE | $13,872 | $9,806+41.5% | $9,131+51.9% | $6,688+107.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |