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 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 | $76,473 | $58,828+30.0% | $77,999-2.0% | $62,891+21.6% |
| Participation rate | 78.3% | 71.1%+7.2pp | 75.5%+2.7pp | 69.3%+9.0pp |
| Annual return | 6.07% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,009 | $1,672-39.6% | $2,470-59.2% | $2,281-55.8% |
| Participant deferral / active EE | $2,640 | $2,686-1.7% | $3,497-24.5% | $3,203-17.6% |
| Admin fee / account holder | $209 | $4,393-95.3% | $5,480-96.2% | $4,296-95.1% |