Filed March 29, 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 8-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 | $27,078 | $81,632-66.8% | $70,449-61.6% | $158,922-83.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 22.15% | 208.40%-186.3pp | 109.03%-86.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $3,167 | $3,217-1.5% | $2,737+15.7% | $4,761-33.5% |
| Participant deferral / active EE | $5,453 | $4,554+19.7% | $3,709+47.0% | $5,982-8.8% |
| Admin fee / account holder | $267 | $6,193-95.7% | $3,845-93.1% | $11,246-97.6% |