Filed January 11, 2017
Total covered: 2 employees
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 | $32,493 | $124,281-73.9% | $109,143-70.2% | $167,490-80.6% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 17.94% | 26.04%-8.1pp | 25.75%-7.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,640 | $4,207-37.3% | $3,722-29.1% | $4,837-45.4% |
| Participant deferral / active EE | $3,133 | $5,255-40.4% | $4,653-32.7% | $6,341-50.6% |
| Admin fee / account holder | $98 | $7,970-98.8% | $6,752-98.6% | $12,309-99.2% |