Filed February 1, 2021 (most recent of 2 filings on file)
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 | $243,587 | $153,772+58.4% | $133,980+81.8% | $273,961-11.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.80% | 36.51%-29.7pp | 29.30%-22.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $5,077 | $6,029-15.8% | $5,211-2.6% | $4,869+4.3% |
| Participant deferral / active EE | $12,859 | $6,958+84.8% | $6,282+104.7% | $5,287+143.2% |
| Admin fee / account holder | $3 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |