Filed October 3, 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 | $21,683 | $76,552-71.7% | $123,892-82.5% | $62,891-65.5% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 7.02% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $878 | $2,883-69.5% | $4,617-81.0% | $2,281-61.5% |
| Participant deferral / active EE | $2,198 | $4,840-54.6% | $5,984-63.3% | $3,203-31.4% |
| Admin fee / account holder | $272 | $4,826-94.4% | $8,357-96.7% | $4,296-93.7% |