Filed March 28, 2017
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 | $46,178 | $105,998-56.4% | $92,233-49.9% | $147,584-68.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.40% | 50.05%-34.7pp | 176.28%-160.9pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,148 | $4,333-50.4% | $3,679-41.6% | $4,876-56.0% |
| Participant deferral / active EE | $5,221 | $4,478+16.6% | $3,897+34.0% | $5,439-4.0% |
| Admin fee / account holder | $133 | $6,332-97.9% | $5,194-97.4% | $10,885-98.8% |