Filed May 18, 2020
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,390 | $109,327+216.8% | $89,391+287.5% | $158,922+118.0% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 20.86% | 345.68%-324.8pp | 245.62%-224.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $4,259 | $3,170+34.4% | $2,586+64.7% | $4,761-10.5% |
| Participant deferral / active EE | $9,123 | $4,598+98.4% | $3,890+134.5% | $5,982+52.5% |
| Admin fee / account holder | $94 | $6,153-98.5% | $4,881-98.1% | $11,246-99.2% |