Filed December 21, 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 4-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 | $25,478 | $46,869-45.6% | $122,332-79.2% | $70,131-63.7% |
| Participation rate | 85.7% | 58.2%+27.5pp | 71.6%+14.1pp | 69.5%+16.2pp |
| Annual return | 15.33% | 24.22%-8.9pp | 30.27%-14.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,359 | $2,166-37.3% | $3,287-58.7% | $3,332-59.2% |
| Admin fee / account holder | $46 | $3,322-98.6% | $5,478-99.2% | $4,645-99.0% |