Filed July 3, 2024
Total covered: 8 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.
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 | $20,332 | $69,518-70.8% | $59,878-66.0% | $135,375-85.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.68% | 7.94%-16.6pp | 3.46%-12.1pp | 519.73%-528.4pp |
| Employer contribution / active EE | $8,935 | $3,235+176.2% | $2,722+228.3% | $4,779+87.0% |
| Participant deferral / active EE | $5,516 | $4,206+31.1% | $3,402+62.1% | $5,609-1.7% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |