Filed September 14, 2021
Total covered: 3 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 | $29,377 | $99,341-70.4% | $84,750-65.3% | $273,961-89.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.66% | 22.93%-14.3pp | 22.78%-14.1pp | 41.45%-32.8pp |
| Employer contribution / active EE | $7,412 | $4,214+75.9% | $3,574+107.4% | $4,869+52.2% |
| Participant deferral / active EE | $6,569 | $4,269+53.9% | $3,712+77.0% | $5,287+24.2% |
| Admin fee / account holder | $20 | $6,644-99.7% | $5,332-99.6% | $10,132-99.8% |