Filed April 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 | $133,815 | $84,233+58.9% | $170,442-21.5% | $70,131+90.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.06% | 23.06%-6.0pp | 205.93%-188.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $5,594 | $3,387+65.2% | $5,433+3.0% | $2,342+138.8% |
| Participant deferral / active EE | $4,916 | $3,086+59.3% | $4,939-0.5% | $3,332+47.6% |
| Admin fee / account holder | $119 | $5,698-97.9% | $13,880-99.1% | $4,645-97.4% |