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 | $27,755 | $77,419-64.1% | $69,455-60.0% | $152,861-81.8% |
| Participation rate | 82.4% | 78.1%+4.3pp | 74.6%+7.7pp | 82.4%-0.1pp |
| Annual return | 23.97% | 39.06%-15.1pp | 28.97%-5.0pp | 345.32%-321.3pp |
| Employer contribution / active EE | $7,562 | $3,315+128.1% | $2,779+172.1% | $4,762+58.8% |
| Participant deferral / active EE | $5,092 | $4,414+15.4% | $3,535+44.0% | $5,850-13.0% |
| Admin fee / account holder | $9 | $6,207-99.9% | $3,839-99.8% | $11,596-99.9% |