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 | $57,770 | $84,696-31.8% | $75,696-23.7% | $167,490-65.5% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.8%+6.4pp | 82.1%-0.9pp |
| Annual return | 13.27% | 199.36%-186.1pp | 104.53%-91.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $9,157 | $3,230+183.5% | $2,743+233.9% | $4,837+89.3% |
| Participant deferral / active EE | $5,349 | $4,580+16.8% | $3,821+40.0% | $6,341-15.6% |
| Admin fee / account holder | $5 | $5,355-99.9% | $3,619-99.9% | $12,309-100.0% |