Filed January 4, 2018
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 | $92,528 | $176,377-47.5% | $134,143-31.0% | $158,922-41.8% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 19.84% | 63.63%-43.8pp | 36.33%-16.5pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,419 | $5,040-71.9% | $3,704-61.7% | $4,761-70.2% |
| Participant deferral / active EE | $7,439 | $4,091+81.8% | $3,499+112.6% | $5,982+24.4% |
| Admin fee / account holder | $26 | $8,718-99.7% | $6,684-99.6% | $11,246-99.8% |