Filed December 23, 2024
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,776 | $111,754-1.8% | $103,333+6.2% | $145,922-24.8% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 12.18% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $436 | $4,212-89.6% | $3,868-88.7% | $4,660-90.6% |
| Participant deferral / active EE | $6,548 | $5,619+16.5% | $5,057+29.5% | $6,688-2.1% |
| Admin fee / account holder | $31 | $9,750-99.7% | $8,355-99.6% | $13,397-99.8% |